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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:
  • Unicorn is an award-winning active manager specialising in UK equities and investing in AIM stocks since 2000
  •  Unicorn currently manages c.£308m (May 2023) in AIM across VCT, IHT and open-end fund structures
  • 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
  • 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 31/05/2022.

Fund Information

Target Offer SizeEvergreen Service
Portfolio OptionsResponsible Dividend Focused (paid quarterly or reinvested) and Responsible Growth Focused
ISA QualifyingYes
Min Investment£20,000
Initial Charge1% + VAT
RDR FacilitationUp to 2.5%
AMC (Advised)1.25% + VAT
Dealing Fee0.85%
Exit Fee0%
Please see the Brochure, Application Form and Terms & Conditions for full details.

Further Information

For further information, please contact us on 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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