Meet the managers – Joshua Northrop and Sean O’Flanagan, Whitman AIM Inheritance Tax Portfolio

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Meet the managers – Joshua Northrop and Sean O’Flanagan introduce the Whitman Asset Management AIM IHT service by providing an overview of AIM, the inheritance tax benefits, the business relief qualifying criteria, investment philosophy, examples of recent investments and investment outlook.

Video Disclaimer: Although Whitman uses all reasonable skill and care in compiling this video, no warranty is given as to its accuracy or completeness. The opinions expressed accurately reflect the views of Whitman at the date of this presentation based on our views at such time regarding market conditions and other factors, may depend upon assumptions or projections that may not prove to be correct, and are subject to change. The opinions stated are honestly held, they are not guarantees and should not be relied upon.

The value of investments may fall as well as rise and your capital is at risk. Information on past performance, where given, is not necessarily a guide to future performance. We strongly recommend that you seek professional advice before you consider making investments is such securities. AIM has less stringent rules and AIM company shares may be less liquid than those companies listed on the London Stock Exchange.

Current tax rules and the available tax reliefs offered on investments into AIM-quoted stocks may change at any time, and there is a considerable risk that if the legislation changed in respect of these tax reliefs, then those stocks that no longer qualified for such reliefs would be subject to heavy selling pressure, potentially leading to significant investment losses.

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