The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK.
LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset Management, who manage over £1bn and £300m in AIM since 2002.
LGBR have partnered with Unicorn Asset Management who have +17 years’ experience of AIM investing, managing >£300m in AIM companies across their award-winning OEIC, VCT and IHT structures.
Part 1 (08:15 – 09:05):
LGBR’s Jack Rose will begin by educating advisers about AIM investing and potentially dispelling a few myths along the way.
- AIM – Background & History
- Why AIM?
- Ways to Access AIM – Planning Ideas
- Researching AIM companies / managers
- Using VCTs as a pension planning alternative
Part 2 (09:15 – 10:15):
Award winning FE Alpha Manager Chris Hutchinson will be providing an update and overview of both Unicorn’s AIM IHT and AIM VCT. This will include details of the newly announced £30m top-up offer for the VCT.
The AIM VCT is the largest AIM focused VCT (circa £162m AUM*), delivering market-leading performance and consistent dividends since launch in 2001 and has won ‘Best VCT Award’ at the 2016 Investment Company of the Year Awards.
Funds in Focus:
*Source: Unicorn Asset Management as at 30/06/16.