Investment, inheritance tax and business relief

Much of my time is spent advising clients on how to grow their investments. This involves protecting clients’ capital from various threats that can gobble it up, as fast as my Cocker Spaniel devours her supper. There is not a lot of point in planning for growth if you do not plan for protection of capital. Threats include stock market …

Take Aim

Markets have been on the slide in the last couple of months from their recent highs. The Greek debt crisis, a crash in Chinese equities and uncertainty about interest rate rises in the US and UK have weighed on investors’ minds. It was therefore a surprise to have reviewed a client’s portfolio of AIM stocks yesterday. AIM stocks are smaller …

Aiming High

This blog is not about investment per se but more about the use of a particular type of investment in financial planning. I am referring to investment in AIM companies. AIM is the London Stock Exchange’s Alternative Investment Market. Launched in 1995 more than 3,000 companies have listed on AIM. These are mainly smaller companies and may be early stage, …