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

Date: Wednesday 28th Feb 2018

Time: 14:30 – 16:00

Event Type:

Locations:

Managers:

Venue: Nuthurst Grange, Nuthurst Lane, Hockley Heath, B94 5NL

We are hosting a series of seminars this Q1 on estate and succession planning, specifically around the Alternative Investment Market (AIM).

Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • Business Relief, uses  & benefits
  • Gifting and the Residency Nil Rate Band
  • Dementia, POA and Business relief
  • Sale of Business & sheltering from IHT
  • Looking at AIM for IHT purposes

 

AIM – Background & History

  • Larger than you think
  • Companies and sectors
  • Fundraising success
  • Performance
  • Market valuations

Why AIM?

  • Growth and income
  • Tax benefits – ISA, VCT, EIS, IHT
  • Active management – A Stock Picker’s Market
  • Corporate governance

Ways to Access AIM – Planning Ideas

  • Multiple routes to suit your clients
  • Financial planning ideas
  • ISA portfolios
  • Tax efficient products
  • Platform availability

Researching AIM companies / managers

  • Corporate governance – provides transparency
  • Manager track record
  • Independent reviews
  • Industry associations
  • Access

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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