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Available via the following platforms. Click the logos to find out how to invest:


See below for an introductory video to the AIM IHT/ISA Portfolio Service

Manager Overview:
  • Specialist in UK equity investing with a structural bias to small and mid-sized businesses, investing in both AIM listings and the main market since 2000
  • Currently manage over £550m in AIM investments alone
  • Strength in depth with a well-resourced, committed and highly knowledgeable investment team with +100 years combined experience
Key Points:
  • Designed to mitigate IHT liability after only 2 years by investing in a portfolio of AIM stocks that qualify for Business Relief
  • ISA qualifying – a combination of tax-free income and growth alongside IHT mitigation once held for 2 years
  • Two Portfolio Options – Dividend Focus (paid monthly or reinvested) and Growth Focus
  • Responsible Investment Portfolio Options – Click here for more information.
  • WM Capital Management acts as Manager and Unicorn Asset Management acts as Investment Adviser
  • Access to Unicorn’s proven investment process, investing into a diversified portfolio of 25-40 AIM stocks across multiple sectors
  • Simple and flexible solution allowing investors continued control over their cash

All figures as at 31/03/2021.

Fund Information

Target Offer SizeEvergreen Service
Portfolio OptionsDividend Focused (paid quarterly or reinvested) and Growth Focused
ISA QualifyingYes
Min Investment£50,000
Initial ChargeCurrent Discount 1% +VAT (Usually 2% +VAT)
RDR FacilitationUp to 2.5%
AMC (Advised)1.25% + VAT
Dealing Fee0.85%
Exit FeeFull Surrender:
• Exit Fee: 1.00% on portfolios £50,000 or greater
• Exit Fee: 2.00% on portfolios under £50,000
Partial surrender if residual portfolio value is £50,000 or greater:
• Minimum Surrender Amount: £3,000
• Exit Fee: 1.00%
Partial surrender if residual portfolio value is £25,000 to £49,999.99:
• Minimum Surrender Amount: £5,000
• Exit Fee: Up to 2.00%
Partial surrender if residual portfolio value is below £25,000:
• Full Surrender is required
Please see the Brochure, Application Form and Terms & Conditions for full details.

Further Information

For further information, please contact us on or call 020 7071 3940.

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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