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The First AIM-Focused IHT Service Offering a Socially Responsible Option in the Business Relief Market
  • Launched in March 2021 in response to growing investor demand and in particular, an increasing appetite for sustainable investing in the tax efficient space
  • Investors in the Service can now opt for the following portfolio options for an ESG overlay:
    • Responsible Dividend Focus Portfolio
    • Responsible Growth Focus Portfolio
  • The Responsible Portfolio Options follow Unicorn’s company-wide Sustainable Investment Policy and goes further to remove businesses with revenues that are derived from excluded activities, such as weapons and gambling
  • Unicorn’s UK small and mid-cap specialism, as well as their philosophy of conducting all research (ESG and otherwise) in-house, allows them to translate their robust Responsible Investment Policy into the Service’s AIM stock portfolios. Click here for more information on the Unicorn AIM IHT & ISA Portfolio Service.
  • Details of the process can be found in our Responsible Focused Portfolio Supplement by clicking here

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

 

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
  • 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 OptionsResponsible Dividend Focused (paid quarterly or reinvested) and Responsible Growth Focused
ISA QualifyingYes
Min Investment£50,000
Initial Charge2% + 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 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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