The Small Cap Specialist
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You are strongly advised to take specific tax advice before taking any action to invest in AIM Listed Companies selected using Investor’s Champion’s preliminary search tool, with a view to reducing your Inheritance Tax when you die.
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The value of investments and the income from them may fall as well as rise. You may not get back as much as you invest. Specialist investments, such as those investing in smaller companies carry higher risks.
Although Investors Champion does make reasonable efforts to keep the information used on the tool for preliminary screening up to date, the speed at which information can change, the number of companies involved, the volume of information that is disseminated and the limited resources of Investors Champion means that it cannot give any warranty or representation regarding the results of any search.
You should be aware that a company that is a qualifying company for purposes of Inheritance Tax may cease to be a qualifying company in the future if for example it becomes listed on the main London Stock Exchange, becomes predominantly an investment company or otherwise ceases to qualify under the applicable legislation or HMRC rules in force from time to time.
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