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...
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