Our philosophy is very much buy and hold we are not frequent traders. Stocks are selected from a list of AIM companies that have undergone a stringent screening and research process by our in-house team and benefit from Business Property Relief. Portfolios are well diversified by name and sector (typically 20-30 names), for traditional portfolio diversification reasons as well as possible liquidity concerns.
At its foundation is our in depth, in-house research, which includes visiting and meeting senior management of up to 100 companies each year. Interactive Investor Low, flat fee of 9.99 per month. This has culminated in a share price of just 840 pence at market open on 30 June. While our focus is on growth, our investment ethos for AIM IHT Portfolios is conservative and value based. Unfortunately, despite acquiring brands including Topshop and Miss Selfridge in 2021, market performance has been slightly more uneven. Our ethos and track record in AIM Fundamental Asset Management has extensive experience in investing in AIM shares and has delivered outstanding returns to its clients since 2004, significantly outperforming the AIM Index. For every AIM company that has disappeared from sight there have been 10 that have more than doubled or trebled in size. CVS Group, the veterinary services provider, RWS Group, the specialist patent translator and James Halstead, the commercial flooring company have been stalwarts of our AIM portfolios for many years offering fantastic returns.
Scores of other less well know, but well-managed firms offer year-on-year capital growth. AIM Shares include famous and well-managed companies Household names like Fever-Tree Drinks, the world’s leading supplier of premium carbonated mixers, Nichols, owner of the Vimto brand and Hotel Chocolat, the premium chocolate maker and retailer, are all quoted on AIM and potential investments in an AIM Inheritance Tax portfolio. AIM investments can also be included in ISAs with ISA Transfers facilitating tax efficient investment in AIM stocks. AIM portfolios managed by Fundamental Asset Management have delivered outstanding returns since inception in 2004. Building a balanced, well diversified portfolio is key to tax planning success Investment in AIM companies for Inheritance Tax planning purposes is all about constructing a well-balanced diversified portfolio of Business Property Relief qualifying AIM shares, not just about individual stock selection. Many of these excellent businesses have seen their shares soar over the past few years, far outperforming larger but lower growth companies on the main UK stock market. There are now hundreds of AIM (formerly the Alternative Investment Market) companies with robust business models and a history of profitability, cash generation and attractive dividends. The policy behind the tax reliefs available to investors in unlisted shares and securities is to encourage investment in smaller, higher-risk trading companies.AIM, the London Stock Exchange’s international market for smaller growing companies, is home to just over 800 companies. This Practice Note contains a table outlining the key tax incentives available to individuals who invest in unlisted higher-risk companies and a second table outlining the tax incentives available to individuals who invest indirectly in such companies through a venture capital trust.įor information on the tax incentives available to companies, see Practice Note: Tax incentives for companies investing in AIM companies. All figures shown in the chart above are for the trailing 12 month. If a company has shares or securities admitted to trading on AIM and it has no other shares or securities that are listed on a recognised stock exchange, the company is an unquoted company. AIM:CTA Earnings and Revenue History June 22nd 2023. AIM is one of the markets owned and operated by the London Stock Exchange (LSE) and is aimed at small, mid-cap and growing companies.Īlthough shares and securities traded on AIM are colloquially referred to as 'listed on AIM', they are in fact not listed, but rather admitted to trading on AIM. Various tax incentives are available to individuals investing in unlisted shares and securities such as shares admitted to trading on AIM. Tax incentives for individuals investing in AIM companies
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