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 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.

BR Showcase 2019: Interview with Andrew Aldridge, Deepbridge Capital

Tax Efficient BR Showcase 2019: Interview with Andrew Aldridge, Deepbridge Capital

10 Jul 2019

  • Andrew Aldridge explains Deepbridge’s background in the Business Relief market and why renewable energy offers such a strong opportunity. He also considers how the BR market continues to grow and analyses the benefits for the government of using Business Relief over simply acquiring ever-larger sums of inheritance tax.

BR Showcase 2019: Interview with Henny Dovland, Time Investments

Tax Efficient BR Showcase 2019: Interview with Henny Dovland, Time Investments

10 Jul 2019

  • Henny Dovland discusses the diversification of Time’s portfolio and discusses the importance for investors to have a range of incomes delivering steady, predictable returns. She also considers the future of Business Relief in the context of the political light that has been shone on patient capital and inheritance tax over recent years.

BR Showcase 2019: Interview with Matt Dickens, Ingenious

Tax Efficient BR Showcase 2019: Interview with Matt Dickens, Ingenious

14 Jun 2019

  • Matt Dickens discusses the direction of travel of Business Relief over the past year, and looks to the future. He also homes in on two key concepts that Ingenious has picked up on in the Business Relief market: fiscal drag and the importance of diversification within an investor’s Business Relief portfolio.

BR Industry Report 2019

Tax Efficient CPD Accredited Members Only BR Industry Report 2019

  • With post-Brexit economic forecasts and an intensifying government concentration on IHT collection, it’s hard to foresee any dilution of IHT in its current format any time soon. In fact, IHT receipts are forecast to reach almost £6 billion in just three years.

    Recommending an investment to mitigate IHT at a time of so much economic and political upheaval seems like a daunting task. The latest edition of our BR Industry Report suggests otherwise, with an adviser survey finding that less than 4% of advisers who recommend BR, view it as harder to recommend in the current Brexit turmoil. Almost all advisers also predicted their use of BR to increase or stay the same over the next two years, with the rest expecting it to stay the same.

    AIM focused BR managers took a battering in Q4 2018 and the government is shouting from the rooftops about closing the tax gap amid increasing IHT investigations. It’s clearly not a time to go it alone. But, while there may be increased scrutiny of all estate planning, there is certainly plenty of scope for new opportunities for those with the relevant BR expertise. A need for tax-efficient vehicles to accept funds disallowed from pensions and indications of under-use of BR by lower value estates are good places to start.

VCT Showcase: Will Fraser-Allen from Albion

Tax Efficient VCT Showcase: Will Fraser-Allen from Albion

13 Feb 2019

  • Following the record VCT fundraising in the tax year 2017/2018, Will Fraser-Allen talks about the possible trends this year. He discusses Albion’s business model after the risk-to-capital condition came into effect, the company’s expansion into technology and technology-enabled businesses in healthcare and recent exits.