When should AIM be in the frame for IHT planning?

Once upon a time, we were scouring our library of previous online Assemblies and realised something: we had never covered the topic of inheritance tax (IHT) planning using the alternative investment market (AIM)! So we thought it was high time to fix that with a whistle-stop tour to discover why investing in AIM is right up there as a strategy for IHT planning. Whether you’re new to paraplanning and in search of a primer, or you’ve been paraplanning for absolutely ages and want to make sure you really know what you’re talking about, tuning into this Assembly will be well worth your while. To help us navigate the topic we were joined by the ideal tour guide: Canaccord Genuity’s senior investment director and head of IHT investments, Paul Parker. During our lunch-hour gathering we explored: why AIM is so appealing for IHT planning business relief and how it works why AIM has a reputation for riskier investments how clients can invest in AIM – investment managers and DFMs researching the suitability of AIM portfolios and their managers things to consider when designing an IHT strategy using AIM As ever, the chat was open for paraplanners to pose questions, or share ideas and observations – and the quality of contributions was great! Useful links Here are some useful links that cropped up during this Assembly – including the slides that Paul referred to and a link to MICAP, an alternative investment research tool mentioned by a number of contributors in the Chat. Watch the Replay on Crowdcast Paul's slides: AIM for IHT for Paraplanners' Assembly Canaccord Genuity's IHT portfolio service Canaccord Genuity's IHT portfolio documents for clients MICAP's alternative investment research tool