AIM and Tax-efficient Investing

Over many years, we have used our expertise to build a measurably strong track record* of  investing in the Alternative Investment Market (AIM) and other small company stocks.

Our AIM Portfolio Service can be structured to leverage the tax-efficient characteristics of AIM companies with performance, because of the favourable tax breaks that may be available to private investors (subject to HMRC approval).

Our AIM service is best suited to clients seeking an alternative or supplement to the more traditional methods of IHT planning, using qualifying investments listed on AIM to construct portfolios to reduce the Inheritance Tax (IHT) liability. As one of the world’s most successful growth markets, it can also offer an opportunity for investors with an appetite for capital growth in the smaller company marketplace. Or it may appeal to clients who simply wish to invest money in their ISA with additional IHT tax benefit.

We believe that the driving force behind a decision to invest money should never be the pursuit of tax mitigation alone. However, many experienced investors may consider they have an investment risk tolerance which can accommodate exposure to the companies of the type listed on AIM. Where that is the case, then it is perfectly appropriate to bring an element of tax planning into consideration and, in particular, to factor in possible IHT mitigation.

However, we always recommend that potential investors discuss the benefits, and need for, an investment of this type with their professional advisers before investing, to ensure that AIM investments fit comfortably within their overall disposition of invested assets.

Please refer to our brochure for full details.

Risk Statement: The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. It is important to remember that investments in many AIM companies can be illiquid in nature and carry higher risk characteristics, and are therefore unsuitable for some investors. Tax benefits and allowances are based on current legislation and HMRC practice and depend on personal circumstances. These may change from time to time and are not guaranteed. Past performance is not a reliable indicator of future results.

*Based on CS Investment Managers average AIM portfolio performance relative to the MSCI UK All Cap Total Return Index over the last 5 years to date. Performance numbers are indicative, drawn from a stylised aggregate portfolio constructed from our basis, net of our Annual Management Charge of 1.2% plus VAT and additional dealing Charges, and are adjusted for cash contributions and withdrawals. Please note that the performance of individual portfolios may vary due to factors such as the portfolio size, stock selection and timing of investment transactions.

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