The views and opinions expressed herein are those of the authors and do not necessarily reflect the views of LGBR and its affiliates or employees. The information set forth herein has been obtained or derived from sources believed by the authors to be reliable. LGBR does not make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the author recommend that the attached information serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.

News/Blog

4 Nov 2015

FT Adviser on Unicorn and WM Capital’s AIM IHT Launch

FT Adviser announces Unicorn Asset Management (Unicorn) and WM Capital Management’s (WM) new AIM IHT Portfolio Service, where WM will be the service’s discretionary fund manager and Unicorn as the investment adviser. Chris Hutchinson, director of Unicorn Asset Management, said: “Unicorn specialises in AIM and small cap investing. We manage the largest AIM-focused VCT in the […]

FT Adviser announces Unicorn Asset Management (Unicorn) and WM Capital Management’s (WM) new AIM IHT Portfolio Service, where WM will be the service’s discretionary fund manager and Unicorn as the investment adviser.

Chris Hutchinson, director of Unicorn Asset Management, said: “Unicorn specialises in AIM and small cap investing. We manage the largest AIM-focused VCT in the market and over a quarter of our AUM is invested in the AIM space”.

Click here to read the whole article

Click here to find out more about Unicorn’s range of funds

For more information please email LGBR Capital or call 020 3195 7100

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3 Nov 2015

Professional Adviser Presents the New Unicorn AIM IHT Service

Unicorn Asset Management and WM Capital Management have teamed up to launch their latest investment service,  designed to provide inheritance tax (IHT) exemption to their investors. The service will also offer both an Income and Growth portfolio option whilst investing into a ‘diversified’ portfolio of 25 to 40 AIM stocks, of which must be BPR […]

Unicorn Asset Management and WM Capital Management have teamed up to launch their latest investment service,  designed to provide inheritance tax (IHT) exemption to their investors. The service will also offer both an Income and Growth portfolio option whilst investing into a ‘diversified’ portfolio of 25 to 40 AIM stocks, of which must be BPR and ISA qualifying.

Click here to read the whole article

Click here to find out more about Unicorn’s range of funds

For more information please email LGBR Capital or call 020 3195 7100

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2 Nov 2015

Portfolio Adviser introduces the Unicorn AIM IHT Portfolio Service

Unicorn and WM Capital Management’s latest launch of their AIM IHT Portfolio Service has been announced on Portfolio Adviser’s website in a short article. Click here to read the whole article Click here to find out more about Unicorn’s range of funds For more information please email LGBR Capital or call 020 3195 7100

Unicorn and WM Capital Management’s latest launch of their AIM IHT Portfolio Service has been announced on Portfolio Adviser’s website in a short article.

Click here to read the whole article

Click here to find out more about Unicorn’s range of funds

For more information please email LGBR Capital or call 020 3195 7100

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2 Nov 2015

Press Release for the Unicorn AIM IHT Portfolio Service

**New Launch** Unicorn AIM Inheritance Tax Portfolio Service – offering ISA-qualifying Growth and Income options Unicorn Asset Management (“Unicorn”) have partnered with WM Capital Management Limited (“WM”) to launch the Unicorn AIM Inheritance Tax Portfolio Service (the “Service”). The Service aims to provide IHT exemption to investors, after an initial two year holding period, by […]

**New Launch**

Unicorn AIM Inheritance Tax Portfolio Service – offering ISA-qualifying Growth and Income options

Unicorn Asset Management (“Unicorn”) have partnered with WM Capital Management Limited (“WM”) to launch the Unicorn AIM Inheritance Tax Portfolio Service (the “Service”).

The Service aims to provide IHT exemption to investors, after an initial two year holding period, by investing in a diversified portfolio of 25 to 40 AIM stocks that qualify for Business Property Relief (“BPR”) and which qualify as ISA investments.

WM act as the Discretionary Fund Manager to the Service and are responsible for the day-to-day management. Unicorn are the investment adviser to the Service, using their years of AIM-investment expertise to select portfolios of AIM stocks.

The fact that the Service is ISA-qualifying helps to solve a growing problem: ISAs form part of an investor’s estate for IHT purposes and over six million of the UK’s 22.7m ISA investors are over 65, meaning an ever-increasing number of investors are looking for estate planning solutions within an ISA framework, which the Service offers.

A key differentiator is that the Service offers investors a Growth and an Income portfolio option. The Growth portfolio will re-invest any dividends received to maximise capital growth whilst the Income portfolio will pay out dividends quarterly. The Income portfolio option may be especially appealing to ISA investors, as it will allow them to receive tax-free dividends and capital growth alongside IHT exemption after only two years.

Unicorn has been one of the leading institutional investors in the AIM market since their inception in 2000. It currently manages over £250m in AIM stocks across its range of UK OEICS and its AIM-focused VCT. The same investment team will be employing this robust, proven investment process in the IHT Service.

Chris Hutchinson, Director, Unicorn Asset Management commented; “Unicorn specialise in AIM and small cap investing. We manage the largest AIM-focused VCT in the market and over a quarter of our AUM is invested in the AIM space. Conducting much of our research in house delivers important synergies with AIM investment, where there are opportunities for under-brokered and under-researched companies. We want to maximise these opportunities within the Unicorn AIM IHT Portfolio Service, to provide investors with effective and efficient mitigation of their IHT liabilities without the time lag or complexities of some of the more traditional solutions.”

Unicorn AIM Inheritance Tax Portfolio Service – Key Benefits:

Unicorn’s AIM Expertise – Unicorn specialise in AIM and UK small cap investments, currently managing over £250m in AIM stocks, including their market-leading AIM focused VCT

ISA Qualifying – the twin benefits of tax-free capital growth and income, with IHT exemption after two years

Income Portfolio Option – dividends paid quarterly

Simplicity – no need for complex legal structures or medical underwriting

Speed – once investors have held shares qualifying for BPR for a minimum of two years their value will be exempt from IHT. More traditional forms of IHT planning (such as gifts or trusts) can take up to seven years to reach full exemption

Control – should an investor’s personal or tax circumstances change (for example to pay for care fees) they have access to their investment at all times, unlike trust planning or gifts

This press release does not constitute investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. This press release is not a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Unicorn Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.

Click here to find out more about Unicorn’s range of funds

For more information please email LGBR Capital or call 020 3195 7100

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27 Oct 2015

Latest Blog By LGBR Capital’s Jack Rose on Tax Efficient Investing

Find a Wealth Manager has recently published an article by Jack Rose, Business Development Director for Tax Products at LGBR Capital on why investors should look at EIS, VCTs and BPR. Click here to view the whole article To find out more about tax efficient investing please click here or call 020 3195 7100.

Find a Wealth Manager has recently published an article by Jack Rose, Business Development Director for Tax Products at LGBR Capital on why investors should look at EIS, VCTs and BPR.

Click here to view the whole article

To find out more about tax efficient investing please click here or call 020 3195 7100.

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20 Oct 2015

Role of VCTs in Portfolios Explained in FT Adviser

FT Adviser publishes an article on the exciting opportunities investor’s can have by incorporating a VCT into one’s portfolio. Jack Rose who is our Business Development Director for our Tax Products contributes to this article by giving his recommendations as well as Chris Hutchinson , manager of Unicorn’s AIM VCT. Click here to view the […]

FT Adviser publishes an article on the exciting opportunities investor’s can have by incorporating a VCT into one’s portfolio. Jack Rose who is our Business Development Director for our Tax Products contributes to this article by giving his recommendations as well as Chris Hutchinson , manager of Unicorn’s AIM VCT.

Click here to view the full article

For more information on the Unicorn AIM VCT and VCT’s in general please click here or call 020 3195 7100.

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20 Oct 2015

FT Adviser Publish Guide to VCT’s

Following recent changes inthe law to VCT’s, FT Adviser have created a guide to examine the variety of VCTs available, how selection processes may be affected by the government’s latest rule changes and whether advisers need to check VCTs they recommended in the past remain suitable today. Manager of the Unicorn AIM VCT, Chris Hutchinson and […]

Following recent changes inthe law to VCT’s, FT Adviser have created a guide to examine the variety of VCTs available, how selection processes may be affected by the government’s latest rule changes and whether advisers need to check VCTs they recommended in the past remain suitable today. Manager of the Unicorn AIM VCT, Chris Hutchinson and Business Development Director for tax products at LGBR Capital have both contributed to the guide.

Click here to view the full article and the guide

For more information on the Unicorn AIM VCT and VCT’s in general please click here or call 020 3195 7100.

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9 Oct 2015

Seneca Partners Wins 2 Awards at the Insider Dealmaker Awards 2015

Seneca Partners is pleased to announce success at the Insider Dealmaker Awards 2015. Seneca Partners sister company, Acceleris Capital, won ‘AIM Deal of the Year’ for it’s work on the flotation of Redx Pharma. Chief Executive Norman Molyneux is pictured above (second from right) accepting the award from the award sponsors, Quilter Cheviot. The judges said, […]

Seneca Partners is pleased to announce success at the Insider Dealmaker Awards 2015.

Seneca Partners sister company, Acceleris Capital, won ‘AIM Deal of the Year’ for it’s work on the flotation of Redx Pharma. Chief Executive Norman Molyneux is pictured above (second from right) accepting the award from the award sponsors, Quilter Cheviot.

The judges said, “RedX Pharma has moved from a great idea into a great business. It’s got huge potential and is a good news story for the North West.”

Seneca experienced further success on the evening with Acceleris Capital’s Simon Thorn (pictured, left) being awarded ‘Young Dealmaker of the Year 2015’. Simon assisted on the Redx IPO and has worked on an impressive portfolio of deals. Simon also actively works with the Seneca EIS Portfolio.

Click here to find out more about Seneca Partners

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