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.
Agenda
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.