Once upon a time, we were scouring our library of previous online Assemblies and realised something: we had never covered the topic of inheritance tax (IHT) planning using the alternative investment market (AIM)!
So we thought it was high time to fix that with a whistle-stop tour to discover why investing in AIM is right up there as a strategy for IHT planning.
Whether you’re new to paraplanning and in search of a primer, or you’ve been paraplanning for absolutely ages and want to make sure you really know what you’re talking about, tuning into this Assembly will be well worth your while.
To help us navigate the topic we were joined by the ideal tour guide: Canaccord Genuity’s senior investment director and head of IHT investments, Paul Parker. During our lunch-hour gathering we explored:
As ever, the chat was open for paraplanners to pose questions, or share ideas and observations – and the quality of contributions was great!
Here are some useful links that cropped up during this Assembly – including the slides that Paul referred to and a link to MICAP, an alternative investment research tool mentioned by a number of contributors in the Chat.
Paul's slides: AIM for IHT for Paraplanners' Assembly
Canaccord Genuity's IHT portfolio service
Canaccord Genuity's IHT portfolio documents for clients
MICAP's alternative investment research tool
Hosted on Acast. See acast.com/privacy for more information.
