Defaqto has expanded its suite of product ratings by introducing Star and Diamond Ratings for AIM and unlisted Business Relief (BR) services.
The decision to incorporate ratings for AIM and unlisted BR services follows Defaqto's acquisition of MICAP, a specialist in tax-advantaged investments, in July last year. In November, Defaqto introduced Star and Diamond Ratings for Enterprise Investment Scheme (EIS) funds and Venture Capital Trusts (VCTs). MICAP brings fees and charges scoring to VCT and EIS ratings Investments into AIM and Unlisted BR services are intended to qualify for Business Relief, which means the entire investment can fall outside of an investor's estate for inheritance tax purposes. Defaqto said the ne...
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