AIM for IHT planning - offers investment and tax planning attractions
Investment in the shares of AIM quoted companies for Inheritance Tax (‘IHT’) Planning purposes has been one of the great ‘unheralded’ tax breaks of recent times with many investors not only making material investment gains but also ensuring that their investment portfolio would ultimately escape the IHT net.
In a recent video interview which can be viewed by going to http://www.brrmedia.co.uk/event/109403/chris-boxall-joint-chief-executive-officer
Christopher Boxall, joint CEO of Fundamental Asset Management (http://www.fundamentalasset.com) and manager of the Fundamental IHT Planning portfolio service (http://www.fundamentalasset.com/iht-portfolio-service) as well as a founder of Investors Champion which writes extensively on AIM companies of interest for IHT planning purposes (http://www.investorschampion.com/aim-for-iht), outlines the current attractions of AIM.
The interview summarises:
Current structure of AIM (size, number companies, shares traded)
Qualifying criteria of AIM companies for IHT planning
Examples of IHT planning stocks
Structure of IHT planning portfolios
What to look for in AIM…and what to avoid
The risk of blue chips and the main market
Track record of AIM for IHT planning
Portfolio protection
To access the full video please visit the following link:
http://www.brrmedia.co.uk/event/109403/chris-boxall-joint-chief-executive-officer
Alternatively, if you want a quick snap shot there is a highlights video at:
http://www.brrmedia.co.uk/event/109404/chris-boxall-joint-chief-executive-officer