Jack Rose: How to pick an AIM fund manager

Market divides opinion

clock • 4 min read

With so many businesses now providing AIM-based inheritance tax solutions, Jack Rose offers some pointers on how investors and their advisers can set about choosing between them

The Alternative Investment Market - ‘AIM' for short - is one of those markets that divides opinion. Some investors believe in the high-growth investment opportunities to be found on AIM and appreciate the generous tax benefits available. But others avoid AIM due to horror stories surrounding individual company failures and the relatively poor performance of the headline FTSE AIM All-Share index over the 21 years since its inception. So which view is correct? The short answer is that both are valid. The poor performance of AIM is well documented. Since inception, the FTSE AIM All-Share in...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Rachel Vahey: Five (other) possible Budget announcements

Rachel Vahey: Five (other) possible Budget announcements

Budget speech set for 26 November

Rachel Vahey
clock 10 September 2025 • 3 min read
Integrating lifetime mortgage advice into IHT planning

Integrating lifetime mortgage advice into IHT planning

'Now is the time to get ahead of the curve'

Dave Harris
clock 08 September 2025 • 4 min read
Court of Appeal ruling brings 'blockbuster' Russian divorce case to UK

Court of Appeal ruling brings 'blockbuster' Russian divorce case to UK

Multi-billion pound divorce claim could be heard in UK courts

Jenna Brown
clock 04 September 2025 • 3 min read