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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 SizeEvergreen Service
Portfolio OptionsDividend Focused (paid quarterly or reinvested) and Growth Focused
ISA QualifyingYes
Min Investment£50,000
Initial Charge0.50% + VAT Discount: until 30th June 2021
(usually 2%)
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.

Product Literature

Reduced Initial Charge: To celebrate the launch of the Responsible portfolios, we are offering a reduced initial fee of 0.5% (usually 2%) until the 30th June 2021.

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.

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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Disclaimer

In order to view the information on the LightTower Partners website (lighttowerpartners.co.uk) (the “Website”), you must accept the terms and conditions set out below (these “Terms”) and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking “Accept” below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a ‘professional client’ or ‘eligible counterparty’, please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking ‘I accept’ you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment

Disclaimer

In order to view the information on the LightTower Partners website (lighttowerpartners.co.uk) (the “Website”), you must accept the terms and conditions set out below (these “Terms”) and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking “Accept” below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a ‘professional client’ or ‘eligible counterparty’, please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking ‘I accept’ you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment