Amati looks to gain from IHT fever

clock

UK smaller company investment boutique Amati has launched an AIM IHT portfolio service for investors looking to take advantage of UK government inheritance tax exemptions on shareholdings in certain qualified listed companies.

The new service differs from the investment objectives of Amati’s UK Smaller Companies fund because it is seeking companies where growth is not the number one priority, said Douglas Lawson (pictured), director and co-manager at Amati, “You are looking for companies that are mindful of capital preservation,” he added. “The challenge is to find the least risky and most liquid companies on AIM, that have a good chance of protecting your capital.” The team of Lawson, Paul Jourdan and David Stephenson look for companies that fit into four broad categories; either owner-managed, family busi...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on VCTs/EIS

Fuel Ventures VCT launches debut £50m fundraise

Fuel Ventures VCT launches debut £50m fundraise

Led by MyVoucherCodes founder

clock 25 January 2024 • 1 min read
Defaqto unveils new ratings for AIM and unlisted BR services

Defaqto unveils new ratings for AIM and unlisted BR services

Following MICAP acquisition

Sahar Nazir
clock 22 January 2024 • 2 min read
Calculus launches next EIS offering with tech and healthcare focus

Calculus launches next EIS offering with tech and healthcare focus

£2 tax free for each £1 invested

Hope Coumbe
clock 18 January 2024 • 1 min read
Trustpilot