Bespoke AIM portfolios
A discretionary service whereby we establish and actively manage bespoke portfolios invested in AIM-listed companies. This provides exposure to a range of smaller UK-listed companies which offer attractive growth prospects, alongside the potential for inheritance tax (IHT) relief.
This service is available to individuals for whom we manage significant bespoke portfolios and who have a higher capacity for risk for this element of their investments.
Seeking emerging leaders
In line with our investment focus on higher quality companies, we seek to identify smaller, higher growth British companies which are increasingly establishing themselves in their respective industries.
Inheritance tax relief
Having been held for a minimum of two years, investments in certain companies listed on the London Stock Exchange’s Alternative Investment Market (AIM) qualify for potential inheritance tax relief. Under existing legislation, such shareholdings are exempt from inheritance tax altogether. From April 2026, such shareholdings will incur inheritance tax, but at a reduced rate of 20% (compared to the standard rate of 40%).
How we invest
We apply the same rigorous approach to AIM portfolios as we do with our core investment offering.
Our AIM portfolios favour profitable businesses with sound balance sheets and business models that can generate cash. We typically seek companies that are paying modest dividends, or on route to income distribution.
We seek businesses which are profitable with experienced management teams whose interests are aligned with those of shareholders.
We consider a broad range of potential investments and act nimbly when required.
How we work with you
We pride ourselves on delivering a highly personalised service to our clients.
Personal contact
Your dedicated investment manager will work with you to understand your requirements, providing you with an accessible point of contact on an ongoing basis.
Clear information
We communicate in clear language, seeking to avoid financial jargon, whilst keeping you informed of the progress of your portfolio.
Real-time reporting
We keep you fully informed of every action taken in your portfolio, as and when decisions are implemented.
Performance updates
Semi-annual performance data keeps you informed of your portfolio’s progress.
Online portal
Through our secure online portal, you will be able to access all correspondence relating to your portfolio, alongside daily valuations.
Valuation updates
We provide quarterly valuation updates, with more regular reporting available if needed.
Tax documentation
You will receive statements for tax purposes where relevant, which we can also share with your accountant.
Newsletter – October 2024
October 05, 2024
Newsletter – July 2024
July 05, 2024
Newsletter – April 2024
April 05, 2024