Tax Efficient

Sam Barton covers in-depth Close Brothers’ AIM IHT service and the active management approach. He discusses the challenges of selecting AIM companies and explains the rationale behind the company’s higher than average minimum investment. He also shares his perspective on key considerations FAs should take into account when entering the AIM market.

Gordon Pugh talks about Blackfinch’s AIM Adapt Portfolios. He explains the difference between the growth and income options, and their performance. He also discusses the company’s partnership with Chelverton AM and the ISA option of the portfolio. He then gives guidance on how to choose the best AIM portfolio service.

Henny Dovland from TIME Investments talks to Intelligent Partnership at the London BR Showcase 2018. Dovland discusses recent developments at the company in terms of the AIM portfolios. She expands on the TIME’s core proposition and performance of its AIM offering. She also talks about the changing demographics of AIM investors and how diversification helps mitigate risks in asset-backed trade portfolios. She also covers the impact of residence nil-rate band on the industry.

Gordon Pugh, Senior Business Development Manager at Blackfinch, talks to Intelligent Partnership during the BR Showcase 2018 at the London Stock Exchange. Pugh discusses in detail the performance of Blackfinch’s two flagship AIM portfolios targeting growth and income respectively. He also reveals the company’s diversification plans including the launch of a managed portfolio service to complement their IHT-led activities with BR.

On the eve of two years of Accelerated ITS, Mike Currie, Head of Retail Sales at Foresight Group, speaks to Guy Tolhurst at the London Stock Exchange. Currie explains how Foresight’s IHT solution enabled the company to introduce the brand and BR to a much broader audience. He then talks about the firm’s international expansion and its heritage in solar assets, which in “the volatile times are safe havens.” He also stresses the importance of backing British businesses throughout regulatory and political changes by robust investment opportunities.

Laurence Callcut, Sales Director at Downing, speaks to Intelligent Partnership during the BR Showcase 2018 at the London Stock Exchange. Callcut explains Downing’s comeback to the AIM market. He then moves onto discussing attracting younger investors to AIM, how the company’s looking into broadening its renewable energy portfolio, and if growing competition among BR qualifying solutions will result in the reduction of fees.

Guy Tolhurst from Intelligent Partnership interviews Louise Farley, Head of Business Development at Deepbridge. Farley explains why Life Science and tech innovation has been at the heart of the company’s alternative investment products, and how its application of patient capital enables Deepbridge to support companies from SEIS to EIS stage. She then goes onto discuss benefits of renewable energy in its IHT offering and the company’s expansion in this field. She also touches upon the possible changes in the competition between managers brought about by the Patient Capital Review.

An interview with Matt Dickens, Investment Director at Ingenious, during the BR Showcase 2018 at the London Stock Exchange. Dickens explains Ingenious’ three key areas of BR proposition: media, infrastructure and real estate. He then goes onto discuss the ways to attract younger investors and the future of management fees in the light of changes brought about by the Patient Capital Review.