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 £450m 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 Focused (paid quarterly or reinvested) and Growth Focused
- Responsible Investment Portfolio Options – In addition to following Unicorn’s company-wide Sustainable Investment Policy, which focuses on UN PRI compliance and active company engagement, the Responsible portfolio options also remove businesses with revenues that are derived from excluded activities, such as weapons and gambling. Details of the process can be found in our Responsible Focused Portfolio Supplement by clicking here
- 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 Size | Evergreen Service |
|---|---|
| Portfolio Options | Dividend Focused (paid quarterly or reinvested) and Growth Focused |
| ISA Qualifying | Yes |
| Min Investment | £50,000 |
| Initial Charge | 0.50% + VAT Discount: until 30th June 2021 (usually 2%) |
| RDR Facilitation | Up to 2.5% |
| AMC (Advised) | 1.25% + 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 |
Product Literature
Latest Factsheets:
Investment Documents:
Application Forms:
Product Due Diligence:
Further Information
For further information, please contact us on info@lighttowerpartners.co.uk or call 020 7071 3940.