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

Date: Wednesday 23rd Nov 2016

Time: 12:30 – 14:00

Event Type:

Locations:

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

LGBR have partnered with Unicorn Asset Management who have +16 years’ experience of AIM investing, managing >£290m in AIM companies across their award-winning OEIC, VCT and IHT structures.

LGBR’s Jack Rose is hosting a series of events aimed at educating advisers about AIM investing and potentially dispelling a few myths along the way.

Agenda

AIM – Background & History

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

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
  • ISA portfolios
  • OEIC / investment trust
  • Tax efficient products – VCT, EIS, IHT

Researching AIM companies / managers

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

For more information or to reserve your place please click here or call 020 3195 7100.

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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