4 or more ways to invest

Cautious

The investment objective is to achieve long-term capital growth with a high level of exposure to lower risk assets such as cash and fixed income investments with a maximum equity content of 60% of the portfolio value.

Balanced

The investment objective is to achieve long-term capital growth  with a balanced approach between lower risk assets such as cash and fixed income investments with a maximum equity content of 85% of the portfolio value.

Growth

The investment objective is to achieve long-term capital growth with 100% equity.

Inheritance Tax Free

The AIM BR portfolio is a discretionary managed portfolio of companies which qualify for Business Relief (BR), thus potentially reducing the Inheritance Tax liability on investor assets.

The portfolio consists of a specific selection of established smaller, high growth companies listed on the London Stock Exchange’s Alternative Investment Market (AIM).

Bespoke Portfolio

Alternatively, do contact us for a bespoke portfolio