Spotlight on the Stellar AiM IHT Service

About this event

When it comes to the Alternative Investment Market (AiM), there is often an assumption that larger market capitalisation means less risk.

However, this is not always the case.

Small-cap stocks represent one of the last areas of market inefficiency. This is why the managers of the Stellar AiM IHT Service are looking for opportunities in this space.

Whilst there is hidden value within these small-caps, a different focus requires a different approach to AiM investment.

Join our team as they unpack how this process allows us to get in early when stocks are smaller, cheaper and below the radar and exit when they become larger, expensive and more coveted.

Risks to consider

  • Investing in Inheritance Tax services carries risks and is not suitable for everyone. Investors should be comfortable with taking on these risks and we recommend that they seek financial advice before they put their money into an inheritance tax service.
  • The value of an investor’s investment, and any income from it, can go down as well as up. Investors cannot rely on the past performance of a service to judge how successful it will be in the future.
  • Business Relief is based on personal circumstances, is not guaranteed, and the Government could change the rules in the future.

Stellar Asset Management Limited is authorised and regulated by the Financial Conduct Authority under FCA number 474710. Registered in England and Wales No. 06381679. Registered Office: 20 Chapel Street, Liverpool, L3 9AG