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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 Focused (paid monthly or reinvested) and Growth Focused
  • 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 Charge0.50% + VAT Discount: until 31st August 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.

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 31st August 2021.

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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