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Sorry this is a past event, registration is no longer open.

Date: Thursday 2nd Aug 2018

Time: 12:15pm – 2:00pm

Event Type:



Venue: LGBR Capital Office, Candlewick House, 120 Cannon Street, London, EC4N 6AS

Our CPD accredited seminar will act as a refresher on the inheritance tax rules and provide financial planning ideas with an insight from the Unicorn Asset Management team (>£300m+ invested in AIM) on the constituent companies on Alternative Investment Market (AIM) and outlook.


The presentation will form 2 parts:

Part 1

AIM – Background & History

  • Looking at AIM for IHT purposes
  • Business Relief, uses  & benefits
  • Tax benefits – ISA, VCT, EIS, IHT
  • Companies and sectors

Ways to Access AIM – Planning Ideas

  • Multiple routes to suit your clients
  • Financial planning ideas
  • ISA portfolios

Part 2

AIM – A true stockpickers market

  • Corporate governance
  • Access and due diligence
  • Broker coverage
  • Proprietary research

Valuations and manager outlook

  • Current valuations
  • Manager Outlook
  • Manager track record
  • Independent reviews & Access

All figures as at 30/05/18.

Get in Touch

Please do not hesitate to get in touch for further information on LightTower Partners or on the investment products we distribute.

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