Register for FREE and INSTANT ACCESS to the AIM Industry report 2017/18 Report

  • Understand effects of major recent national and international events such as the Brexit vote and 2017 General Election on the AIM market
  • Identify the main developments and news in the AIM market in 2017
  • Compare the key metrics of AIM-based tax efficient offers with knowledge of the average statistics including the mean and mode fees and charges currently applied
  • Recognise how the adviser community is currently interacting with AIM and its areas of confidence and concern
  • Describe the pros and cons of AIM quoted companies vs unquoted companies from an investment perspective

2/19

Unbiased

Featured In

Logo for

Unbiased

3/19

Professional Adviser

Featured In

Logo for

Professional Adviser

4/19

Portfolio Adviser

Featured In

Logo for

Portfolio Adviser

5/19

Money Marketing

Featured In

Logo for

Money Marketing

6/19

Financial Reporter

Featured In

Logo for

Financial Reporter

7/19

Financial Adviser

Featured In

Logo for

Financial Adviser

8/19

City Wire

Featured In

Logo for

City Wire

13/19

Investors Chronicle

Featured in

Logo for

Investors Chronicle

16/19

Intrinsic

Featured in

Logo for

Intrinsic


Brief Overview

AIM is known as the world’s most successful growth market and it has been focused on delivering funding to companies looking to fund their development and pursue their growth ambitions since well before the 2015 changes to EIS and VCT, the Brexit vote, the Patient Capital Review and the 2017 Autumn budget.
Marry this with a clear alignment with the Government’s growth-focused agenda for SMEs and scale-up and a strong performance in terms of returns and volatility in comparison to the main markets and you have a compelling case to take a more in-depth look at the sector.
We know that those advisers who have, have found AIM investments to be a useful conduit for BPR qualifying investments, in particular and our report looks at what they see in this market that is so renowned for its unpredictability in the most unpredictable of times.

Sponsors Quotes

Comments on the AIM market

Sponsors

1/7

Time Investments

Tax Efficient

Logo for

TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 19 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.

http://www.time-investments.com/

2/7

Puma Investments

Tax Efficient

Logo for

Puma Investments has a strong track record in providing asset-backed funding to established businesses across the UK. Our multi-disciplinary team is able to draw upon a nationwide network of offices to source, evaluate and execute transactions.

Our principal focus is on capital preservation and generating stable returns for our investors whilst seeking to offer robust downside protection. The business was founded on and continues to follow two guiding principles: protecting capital and minimising risk. This has always been and will continue to be our promise to our investors and business partners.

http://www.pumainvestments.co.uk/

3/7

Guinness Asset Management

Tax Efficient

Logo for

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/

4/7

Blackfinch

Tax Efficient

Logo for

Blackfinch Investments is an established and experienced manager in the UK market for tax efficient and capital protected investments. Blackfinch specialise in Inheritance Tax mitigation through Business Property Relief (BPR) for both individuals and corporate entities, Enterprise Investment Scheme (EIS) Portfolios and also Seed EIS (SEIS) Portfolios. With a focus on capital preservation, Blackfinch look to protect investor capital through asset backed investment strategies in sectors such as property, lending, renewable energy and media. Underpinning this investment strategy is a first class client services and intermediary support team based in both London and Malvern, Worcestershire. Their approach embodies the Blackfinch philosophy: efficient client-focused solutions delivered in a simple and transparent way.

www.blackfinch.com

5/7

Psigma

Tax Efficient

Logo for

Launched in 2002 as part of the Punter Southall Group, Psigma provides a wholly personal approach to investment management that focuses on each client’s particular needs and goals. With more than £2 billion of assets under management, they bring insight and expertise to create investment solutions that target consistent, risk-adjusted returns above inflation.

www.psigma.com

 

6/7

Thorntons Investments

Tax Efficient

Logo for

Thorntons Investments are a growing and progressive investment business based in Dundee with offices in Edinburgh and St Andrews.  Thorntons look after and manage the wealth of many clients within Scotland and more broadly within the UK with diverse and challenging requirements.

www.thorntons-investments.co.uk

7/7

Close Brothers Asset Management

Tax Efficient

Logo for

Close Brothers Asset Management brings together the Group’s established asset management skills and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers.

We have specialised in managing client portfolios for over 40 years and our investment team and financial planning advisers are supported by more than 550 staff, working from 8 offices across the UK.

https://www.closebrothersam.com/

Prefer a FREE hard copy?

If you would like us to send you a complimentary hard copy of this report, please click on the button below.

REQUEST A HARD COPY button-01