Close urges small cap investing

clock

Investors should take advantage of opportunities to invest in small caps while valuations are at attractive levels, according to Close Investment's Deryck Noble-Nesbitt.

Noble-Nesbitt, head of equity research, also argues that investors should consider investment in AIM listed companies as part of their inheritance tax (IHT) mitigation. He said: "The AIM market has fallen around 60pc since 2007 with 50pc of that value lost since June this year. I believe this therefore represents excellent value all round and is a great time for those who are willing to bear short-term volatility to invest. Small caps have been hit hardest as they are generally more illiquid, harder to trade and tend to be in more specialist sectors. However, many of the companies, if lo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax Planning

Lords committee calls on government to rethink IHT reforms

Lords committee calls on government to rethink IHT reforms

Warns IHT on pensions will place ‘huge burden’ on personal reps

Isabel Baxter
clock 28 January 2026 • 6 min read
Budget 25: IHT nil rate bands frozen until 2031

Budget 25: IHT nil rate bands frozen until 2031

Confirmed in Budget documents today

Isabel Baxter
clock 26 November 2025 • 2 min read
How charitable giving could help mitigate the IHT on pensions impact

How charitable giving could help mitigate the IHT on pensions impact

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting

Isabel Baxter
clock 27 October 2025 • 3 min read