AIM PortfoliosTatton AIM Portfolio Service

The Tatton AIM Portfolio Service is created to provide long term growth that’s carefully managed in terms of risk and has the potential to shelter its value from future inheritance tax.*

Our AIM Portfolio Service is a discretionary managed portfolio of shares listed on the AIM Market meaning that we buy and sell the shares on your behalf so that you can benefit from the investment opportunity under the stewardship of an experienced and proven investment team.

We manage our portfolios through the Hubwise Investment Platform. This reduces the portfolio management costs, makes it easier for clients and advisers to invest and provides secure custody for the AIM shares we manage on their behalf.

* Tax treatment depends on individual circumstances and may be subject to change in the future. The FCA does not regulate taxation. Our understanding is based on current HMRC tax rules.

Benefits at a glance

  • Growth stage investments in AIM listed companies
  • IHT relief using Business Relief
  • Portfolio diversification
  • Potential for long term growth above inflation rate
  • Proven investment management team

Why choose Tatton AIM Portfolio Service

The AIM Portfolio Service suitable for investors that are seeking to either diversify their investments into smaller growth stage companies and or shelter assets from any potential IHT liability.

Investors must be comfortable with investment risk, since the AIM market carries more risk than the main stock exchange and investors may get back less than the amount they invested. Investors should have sufficient capital to invest over a longer-term time horizon to benefit from the growth potential of early stage investing and compensate for shorter term market volatility.

Features at a glance

  • Available through the Hubwise platform
  • Diverse portfolio of AIM stocks
  • Discretionary portfolio service

Tatton’s approach to investing on AIM

The Tatton AIM Portfolio Service is a collection of fundamentally attractive businesses that we have identified that also qualify for relief from inheritance tax.

The Tatton AIM IHT portfolio is a discretionary managed service, targeting a diverse range of companies that we identify as having strong growth potential. We subsequently analyse their financial strength and interview the management teams to ensure they fulfil our criteria.

We will only invest when we believe we have found the right company with the right potential at the right price. We look to invest in a carefully selected portfolio of at least 35 stocks, which we continually monitor for ongoing eligibility and performance. If we are not completely confident in every aspect of a company, we will not invest in it.

At a glance

  • 1.25% (inc VAT)

    Annual management charge

Tatton AIM Portfolio Service team

  • Lothar Mentel

    CEO & Chief Investment Officer

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  • Chris Swanepoel, CFA

    Head of AIM Investments

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  • Claire Bennison

    Director of Investment Solutions

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  • John Messer

    Investment Manager

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