Why AiM quoted companies qualify for Business Relief
It’s no surprise that over recent years financial planners have started using AiM portfolios as a mainstream planning tool for IHT planning.
Planning opportunities that combine AiM with ISA portfolios have become increasingly popular since the introduction of the legislation in 2013.
Wealth preservation is at the forefront of our AiM portfolio strategy. That’s why we take a very cautious approach and we:
Over recent years powerhouse brands such as ASOS and Fevertree, have helped to drive excellent returns to investors. However, the market isn’t without its risks, as recent failures like Conviviality demonstrate.
We believe that by limiting exposure to any one stock to a maximum of 5%, our portfolio can protect investors from downside risk.
For a company to be included in our portfolio it would have to demonstrate at least 5 of the following attributes:
ESP AiM can be used to increase tax-efficiency and some planning ideas our clients have used include: