Jack Rose: Top 10 tips for picking an AIM manager

For advisers and clients

clock • 6 min read

With a background of ever-growing IHT receipts, investing in AIM through an ISA can be a powerful planning option for the right person, writes Jack Rose, as he offers investors and their advisers 10 tips on the subject

Well into the final month of this current tax year, advisers are more than likely to have encouraged their clients to look at their ISA investment - and perhaps to consider the option to invest in the Alternative Investment Market (AIM), as part of their inheritance tax (IHT) planning. Since 2014 - when rule changes allowed investors, for the first time, to hold AIM shares within their ISA - there has been an influx of investment in AIM shares for IHT purposes. This is not that surprising when you consider there is approximately £500bn invested within ISAs today, with more than six milli...

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

Minimising clients' IHT liabilities: Where there's a will there's a way

Minimising clients' IHT liabilities: Where there's a will there's a way

There are ways to mitigate an anticipated inheritance tax bill

Richard Burgess
clock 08 April 2024 • 4 min read
HMRC warns about taking benefits until it fixes LTA abolition rules

HMRC warns about taking benefits until it fixes LTA abolition rules

Request came just two days before the LTA abolishment date

Jonathan Stapleton
clock 05 April 2024 • 1 min read
Child benefit changes extend tax trap to more parents

Child benefit changes extend tax trap to more parents

'We know that lots of parents are bamboozled by the system'

Laura Suter
clock 04 April 2024 • 3 min read