How I invest on AIM for IHT relief in 2024: Oliver Brown, RC Brown

Meet the manager: Oliver Brown is investment manager of the R.C. Brown AIM IHT service, which can be held in an ISA, or as a standalone portfolio. Either way the investments can be IHT free after two years if held at the point of death, potentially saving up to 40% tax (remember tax rules can change and benefits depend on circumstances). What approach do they take to choosing AIM shares for Inheritance Tax mitigation? Watch now to find out more. In this interview:

0:00 Who are RC Brown?
0:51 What does the AIM portfolio seek to do for investors?
1:24 What sort of companies do you seek – or avoid?
2:35 What are “primary opportunities” and why invest in them?
3:37 Investing in Franchise Brands (Pirtek)
4:33 Investing in Lok’n Store
5:08 Advantages of founder-led businesses on AIM
6:12 Investing in FRP Advisory
6:58 Difficult economic times
7:46 Underlying operating performance of AIM companies
8:20 Challenges and opportunities for stock pickers
9:36 How risky is investing in AIM?
10:07 Why invest with RC Brown?

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IMPORTANT
The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM portfolios are higher risk and less liquid than main stock market investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.