Available via the following platforms. Click the logos to find out how to invest:
Manager Overview:
- Unicorn is a specialist AIM, small and mid-cap manager, investing in AIM stocks since 2000
- Unicorn currently manages over £400m in AIM investments alone
- Well-resourced, committed and highly experienced investment team with +100 years combined experience
- Multiple manager awards won across their OEIC fund range and AIM VCT
Key Points:
- Designed to mitigate IHT liability after only 2 years by investing in a portfolio
of AIM stocks that qualify for Business Relief - Two Portfolio Options – Income (paid quarterly) and Growth
- 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 - ISA qualifying – a combination of tax-tax-free income and growth alongside IHT
mitigation once held for 2 years
All figures as at 30/09/2020.
See below for an introductory video to the AIM IHT/ISA Portfolio Service
Fund Information
| Target Offer Size | Evergreen Service |
|---|---|
| Portfolio Options | Income (paid quarterly) and Growth |
| ISA Qualifying | Yes |
| Min Investment | Income: £50,000 Growth: £50,000 |
| Initial Charge | 2% + VAT |
| RDR Facilitation | Up to 2.5% |
| AMC (Advised) | 1.5% + VAT |
| Dealing Fee | 0.85% |
| Exit Fee | Full 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 |
Further Information
For further information, please contact us on info@lighttowerpartners.co.uk or call 020 7071 3940.