Unicorn AIM IHT & ISA Portfolio Service

Key Points
  • Designed to mitigate IHT liability after only 2 years by investing in a portfolio of AIM stocks that qualify for Business Relief (BR)
  • ISA qualifying – tax-free income and growth
  • Two Portfolio Options – Income (paid quarterly) and Growth
  • WM Capital Management acts as Manager and Unicorn Asset Management acts as Investment Adviser to the portfolio service
  • Access to Unicorn’s proven investment process, investing into a diversified portfolio of 25-40 AIM stocks across multiple sectors
  • Simple and flexible solution allowing investors continued control over their cash
Unicorn Asset Management
  • One of the largest and most well respected managers in AIM and small cap markets since 2000
  • Assets under management >£1bn, of which >£300m is in AIM stocks
  • Includes >£160m in Unicorn’s AIM VCT, making it the largest AIM-focused VCT in the market
  • Well-resourced, committed and highly experienced investment team with approximately 100 years combined experience
  • Multiple manager awards won across their OEIC fund range and AIM VCT

All figures as at 30/06/2017.

See below for an introductory video to the AIM IHT/ISA Portfolio Service

Fund Information

Fund StructureDiscretionary Management Service
Investment FocusDiversified Portfolio of BR-Qualifying AIM Stocks
Target Offer SizeEvergreen Service
Portfolio OptionsIncome (paid quarterly) and Growth
ISA QualifyingYes
Min InvestmentIncome: £50,000
Growth: £25,000
Initial Charge2% + VAT
RDR FacilitationUp to 2.5%
AMC1.5% + VAT
Exit Fee1.0%
(not payable on death)
Please see the Brochure, Application Form and Terms & Conditions for full details.

Get in Touch

Please do not hesitate to get in touch for further information on LGBR or on the investment products we distribute.

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