Register below for FREE and INSTANT ACCESS to the AIM Industry Report

  • Discover the drivers of volatility and performance

  • Explore tax benefits of AIM investments

  • Find out where AIM investments fit in within the wider portfolio

  • Learn about client suitability and financial planning ideas

  • Review how your peers use AIM with our advisers’ survey and roundtable

  • Earn up to 4 hours of CPD


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Unbiased

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Unbiased

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Professional Adviser

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Professional Adviser

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Portfolio Adviser

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Portfolio Adviser

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Money Marketing

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Money Marketing

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Financial Reporter

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Financial Reporter

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Financial Adviser

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Financial Adviser

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City Wire

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City Wire

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Intrinsic

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Intrinsic


After reading the report, you will understand:

  • Characteristics & performance: A detailed look at the case for investing in AIM and a review of both the underlying sectors and some example stocks

  • Tax benefits: The tax wrappers that AIM shares qualify for, and why consider AIM shares over unquoted businesses

  • Financial planning case studies: How the tax advantages of AIM can be applied in practice to address different client needs

  • Popularity: Why 50% of advisers who recommend AIM investments see their use increasing

  • Stock picking tricks: Discover stellar stocks and corrections between constituent sectors

The report will also give you:

  • Due diligence: A due diligence framework that highlight the areas that require extra attention when it comes to AIM investing

  • Client suitability: A list of suitable client profiles for you to benchmark against your own client base

  • Risks of investing on AIM: A review of risks associated with AIM investments and underlying stocks

  • Risk-adjusted returns: A Sharpe ratio analysis of some BPR qualifying stocks and the index

  • Availability: of AIM based investment products and key investment metrics such as charges, liquidity, diversification and past performance

Rediscover AIM Investments

Take a fresh look at the Alternative Investment Market and find out how you can access multiple tax reliefs with maximum liquidity. 71% of advisers we surveyed are already recommending AIM investments to their clients and half see their use of AIM increasing over the next two years.


This report has been put together with the help of these industry experts

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Financial Times

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Financial Times

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Telegraph

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Telegraph

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Investment Week

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Investment Week

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Fund Strategy

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Fund Strategy

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FT Adviser

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FT Adviser

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Investors Chronicle

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Investors Chronicle

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Money Week

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Money Week

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Fairstone

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Fairstone


I have found this report very useful covering many aspects of EIS. Nice to see statistics and average charges in the report too. I have saved the report for future reference as it will be a useful resource to refresh my knowledge.

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Damian Oke Orchard House Ltd

We welcome the introduction of Intelligent Partnership’s annual EIS industry report as another development that will grow awareness and knowledge of our sector and making EIS investing easier for advisers and clients.

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Sarah Wadham The EIS Association

Very interesting and informative, the report made a complex area of financial planning much more understandable. Excellent learning, training and competence material from Intelligent Partnership. A good read with excellent exam at the end to test my understanding.

John Brady Independent Financial Consultants Ltd

If you haven’t got a copy of the Alternative Investment Report – get it. It will rapidly become dog-eared through use.

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Stephen Jones Clear Solutions Wealth & Tax Management

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The 2016 AIM Industry Report is supported by leading investment providers

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Co Assets

Alternative Finance

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CoAssets Platform is an business networking and educational platform for real estate and crowdfunding enthusiasts.

CoAssets is a targeted leads generation site, comparable to property listing portals. Such property listing portals do NOT sell properties. Instead, these portals allow property stakeholders (i.e. developers, agents, owners) (collectively, the OPs) to list available properties and real estate projects for interested investors to view. These property listing portals are not involved in any transactions between OPs and investors.

The types of projects listed by CoAssets are:

1. Bulk purchase – invest in multiple real estate units;
2. Crowdfunding – investors co-invest in units with others or peer-to-peer lending by investors to OPs; and
3. Pre-Sales – purchase of units before official launch.

https://www.coassets.com/

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Cockburn Lucas

Wealth Management

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We provide impartial and trustworthy financial advice to a wide range of clients across the East Midlands region.

Based in our Nottingham office, our highly-qualified team pride themselves in providing reliable financial advice on areas such as Retirement Planning, Business Protection, Inheritance Tax Planning, and individual and group Pension schemes.

http://www.cockburnlucas.co.uk/

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Fundamental

Tax Efficient

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Before making any core investment, we take the time to conduct in-depth market and company specific research, making sure we are working hard for investors.

Founded by senior managers and with a team of experienced, dedicated and specialist analysts and fund managers, Fundamental Asset Management is independent and objective and works closely with institutions, trusts and private investors.

For specialist AIM or Energy Services sector investment fund management, we offer bespoke solutions backed by an outstanding, 10-year track record.

http://www.fundamentalasset.com/

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Guinness Asset Management

Tax Efficient

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Guinness is independent and focused purely on investment management. Our in-house economic, industry and company research allows us to take an independent view and not be led by the market. Our size and specialist nature also means we have the ability to respond quickly and efficiently to any market movements.

http://www.guinnessfunds.com/

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Johnston & Campbell

Wealth Management

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For the past 40 years JohnstonCampbell has been managing the wealth of a wide range of individuals, businesses and trusts in Northern Ireland and more recently, in London.

Using specialist advice, structures and intelligent investment, we work to achieve the personal and business aspirations of our clients. Whether you require the protection, the enhancement or the distribution of your wealth, we offer a flexible service that is perfectly tailored to suit your exact expectations. Every element of our advice is inherently linked to your private ambitions both for the short and the long term, giving you and your family the luxury of financial confidence without any complications.

http://www.johnstoncampbell.com/

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Octopus Investments

Tax Efficient

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Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.

We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.

At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.

http://www.octopusinvestments.com/