RC Brown’s AIM Inheritance Tax Service invests in AIM companies that can be held in an ISA and provide IHT relief. Where are they currently finding good opportunities on AIM? What are some examples of recent investments, and maturing ones from years past? And could 2025 be a good time to invest? Hear from seasoned stock picker Oliver Brown.

In this episode:

• “Primary opportunities process” – what’s different about RC Brown’s approach to AIM IHT investing?
• What kind of companies does RC Brown like?
• A recent example: AOTI (wound care for diabetic ulcers)
• Why they made a follow-on investment in Kitwave
• Maturing investments Elixirr and Gamma Communications
• When and why does R C Brown sell a stock?
• AIM has had a difficult period – has this been bad for the portfolio?
• Going into 2025, are there still good opportunities to be had on AIM?
• How risky is the AIM market for IHT investors?

For more information on the RC Brown AIM Inheritance Tax Service, please see https://www.wealthclub.co.uk/aim-iht-isas/rc-brown-aim-iht-isa/.

IMPORTANT
The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM portfolios are higher risk and less liquid than main stock market investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.