WebDYNAMIC GROWTH AIM INHERITANCE TAX PORTFOLIO - TOP 5 HOLDINGS: Sources: Dowgate Wealth February 2024 PERFORMANCE DETAILS Performance Table YTD 6 Months 3 Months 1 Month 2024 *Inception DW AIM IHT -9.9% -11.6% -11.4% -9.9% 10.8% 9.4% Sources: Dowgate Wealth February 2024 DISCLAIMER This document has been … WebNew AIM IHT portfolio from Dowgate Wealth targeting large AIM businesses, run by an …
AIM Inheritance Tax Portfolio: Dynamic Growth - October …
WebOur AIM Inheritance Tax Portfolios can also be accessed through platforms including Standard Life Wrap, Elevate, Transact, Nucleus, Funds Network, Ascentric and CoInvestor. Why not tap into our specialist expertise and experience investing in AIM companies, by contacting us at [email protected] or 01923 713890. WebWe talk to three seasoned stock pickers about investing in AIM companies for inheritance tax purposes. Our guests are Christopher Pease, MSCI of Whitman Asset Management Limited, Stephen English ... fibrus careers login
AIM Inheritance Tax Portfolio: Growth - Dowgate Wealth
WebMar 31, 2024 · Dowgate Wealth has launched an AIM-listed investment trust focusing on UK smaller companies. Onward Opportunities Limited was listed on AIM this week (March 30) with an initial investment amount ... Web1 November 2024. Those allowed to invest, historically institutional investors or the ultra-wealthy, have been well rewarded. Private equity funds overall have consistently outperformed their public market equivalents over the last 15, 20 and 25 years. WebThe AIM Portfolio IHT Plan should be regarded as a high-risk, long-term investment. The minimum investment is £100,000. Further contributions of at least £25,000 (£20,000 for an ISA) can be made after the original investment. However, if your client dies within two years of buying the shares, the tax relief won't apply. fibrus broadband router