AIM Showcase 2019: Interview with Sam Barton, Close Brothers Asset Management

Tax Efficient AIM Showcase 2019: Interview with Sam Barton, Close Brothers Asset Management

15 Oct 2019

  • Sam Barton delves into the last 12 months of the AIM market and explains Close Brothers’ approach to some of its investment decisions. He also refers to the continued growing demand for Business Relief opportunities on the AIM market, and suggests that a focus on good quality businesses can help mitigate general market headwinds.

AIM Showcase 2019: Interview with Henny Dovland, TIME Investments

Tax Efficient AIM Showcase 2019: Interview with Henny Dovland, TIME Investments

3 Oct 2019

  • Henny Dovland says there is a growing demand for a conversation around intergenerational wealth transfer, with Business Relief a core part of that. She also explains TIME’s “fundamentally different” approach to AIM portfolio creation, which she says is purely based on the fundamentals and screening process that is applied to the model.

AIM Showcase 2019: Highlights

Tax Efficient Members Only AIM Showcase 2019: Highlights

2 Oct 2019

  • The Alternative Investment Market (AIM) continues to offer strong opportunities for investments into growth businesses.Six of the top providers of tax efficient AIM-focused products showcased their offerings and discussed some of the big issues in the sector at Intelligent Partnership’s AIM Showcase 2019 hosted by the London Stock Exchange on 10 September.

An Adviser’s Guide to Business Relief – Second Edition

Tax Efficient Members Only An Adviser’s Guide to Business Relief – Second Edition

  • As the government’s IHT take continues to increase year on year, the importance of Business Relief (BR) as an estate planning method has certainly not diminished. The OTS’ second report in its review of IHT recognised the importance BR in supporting family-owned businesses, and growth investment. While it has recommended addressing some inconsistencies in the rules governing BR qualification, it has also suggested changes that would open more trades and structures to BR eligiblity. 

    This is a sector that offers advisers additional tools in their estate planning arsenal but it’s important to stay up to date with developments and create and leverage expertise to obtain the best client outcomes. 

AIM Showcase 2019: Interview with Shane Gallwey, Guinness Asset Management

Tax Efficient AIM Showcase 2019: Interview with Shane Gallwey, Guinness Asset Management

16 Sep 2019

  • Shane Gallwey highlights some of the themes in the market at the moment, including the ongoing impact that Brexit uncertainty is having on AIM company valuations, as well as the growing role of ethical considerations of investors. He also discusses Guinness Asset Management’s response to the volatility seen on AIM.

AIM Showcase 2019: Interview with Jon Gould, Psigma Investment Management

Tax Efficient AIM Showcase 2019: Interview with Jon Gould, Psigma Investment Management

16 Sep 2019

  • Jon Gould explains Psigma’s approach to AIM investments and discusses the robustness of the market. He adds that Psigma looks for true diversification within its portfolio and is therefore sector agnostic. He also takes a look at the recent changes to the corporate governance rules for AIM-quoted companies.

AIM Showcase 2019: Interview with Jim Wood-Smith, Hawksmoor Investment Management

Tax Efficient AIM Showcase 2019: Interview with Jim Wood-Smith, Hawksmoor Investment Management

16 Sep 2019

  • Jim Wood-Smith looks over some of the big themes within the AIM market, particularly around governance issues and the ongoing demand for Business Relief investments. He also discusses the choice in the market that is helping to ensure that investors can get access to strong diversification when looking at AIM investments.

AIM Showcase 2019: Interview with Stephen English, Blankstone Sington

Tax Efficient AIM Showcase 2019: Interview with Stephen English, Blankstone Sington

16 Sep 2019

  • Stephen English discusses the DNA of Blankstone Sington and the way in which the firm works when investing in the AIM market, particularly during volatile times. He explains how his team develops a robust portfolio to withstand a range of different outcomes.

AIM Industry Report 2019

Tax Efficient Members Only AIM Industry Report 2019

  • The Alternative Investment Market (AIM) has demonstrated increasing maturity over the past year – while still living up to its reputation as “the world’s leading growth market”. Despite a number of headwinds that have caused volatility, not to mention the ongoing uncertainty created by Brexit, AIM has shown resilience and the ability to bounce back from global economic turmoil to show its second largest ever market value.

    This strength is clearly being welcomed by financial advisers, who have shown in our third AIM Industry Report that they still recognise the market as one with good growth potential for clients. Brexit has not dampened their willingness to recommend AIM, while for nearly three-quarters of advisers 2018’s volatility has not impacted their enthusiasm for the market.

    This latest edition of our AIM Industry Report examines those advisers’ views in more detail, and takes a closer look at the underlying statistics in the market, including analysing the various tax-efficient offers available on AIM. It also gets under the hood of recent regulatory changes designed to polish AIM’s reputation.

BR Showcase 2019: Highlights

Tax Efficient BR Showcase 2019: Highlights

11 Jul 2019

  • Business Relief is gaining importance among a wider pool of investors, as recent government figures show continuing increases in inheritance tax. Eight of the most prominent providers of Business Relief showcased their offerings and discussed some of the big issues in the sector at Intelligent Partnership’s Business Relief Showcase 2019 hosted by the London Stock Exchange on 7 May.