Welcome to our Blog

Read our latest thoughts and insights

Tag IHT

Jul 6, 2023

Why Now is a Good Time to Invest in AIM

By Sean O’Flanagan, Whitman Asset Management in General, Guest Blogs, Investment Tag AIM, business relief, IHT

Photo by Tony S. Zohari: https://www.pexels.com/photo/royal-exchange-in-london-16594731/

AIM (formerly the Alternative Investment Market) was established in 1995 and is London Stock Exchange’s market for 800 small and medium size companies, ranging in market capitalisation from less than £1 million to over £2 billion and collectively valued at £85 billion1. AIM is home to a wide range of dynamic businesses, including several well-established

Jan 31, 2023

IHT business relief portfolios – looking under the bonnet

By Chris Jones in General, Practical aspects, Regulatory Tag BR, business relief, IHT, inheritance tax, questions

As demonstrated by the Dear CEO letter sent to advisers in December, the FCA expects advisers to conduct robust due diligence on the services that they recommend. Nowhere is this more important than with a complex product like IHT business relief portfolios. (Published on Money Marketing 31/1/2023) Inheritance tax (IHT) is an increasingly pervasive stealth