We are delighted to welcome Blankstone Sington who will be giving us an insightful talk into the construction of an AIM Portfolio for IHT mitigation and how avoid the pitfalls.
The presentation will focus on the emerging trend of using AIM shares to mitigate IHT yet aim (pardon the pun) to address the dynamic risks associated with such planning and how these can be mitigated themselves.
Financial Liverpool CPD Event - Fri 30 September 2016
IHT Planning using AIM - more an ART than a SCIENCE
Stephen English & John Fearon of Blankstone Sington
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking: 13:30 – 14:30
Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY
Please use the Riverside entrance
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The learning objectives include:
- Awareness of the growing trend in using AIM for IHT mitigation
- How the market views the use of AIM for IHT mitigation
- The challenges of AIM portfolio construction when packaging a BPR IHT mitigating solution
- The key role dealing efficiency plays
The learning outcomes include:
- The audience will gain a good understanding as to why the use of AIM in IHT mitigation is growing
- The audience will gain a better understanding of the characteristics exhibited by AIM stock and the challenges involved in constructing an AIM portfolio, particularly when trying to make the investment suitable for IHT mitigation using BPR.
- The audience will gain an understanding as to why dealing efficiency is key in maintaining portfolio performance.
About the speakers
Stephen joined Blankstone Sington in 2002 and is now Assistant Director, responsible for researching stocks for their AIM Inheritance Tax Portfolio Service which he has successfully managed since its inception in 2010.
Stephen also co-chairs the firm’s Model Portfolio Committee, is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.
Stephen's investment thoughts have been featured on Sky News as well as the Financial Times and Investors Chronicle and he is progressively gaining a reputation for his tripartite investment approach spanning quantitative, qualitative and psychological disciplines. His style of blending growth and value allows him to tilt a portfolio accordingly, helping reduce relative performance volatility, prolonged periods of underperformance and to deliver strong relative and absolute returns over the course of a market cycle.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
With a notable track record of over twenty five years in the intermediary market, John has an in-depth understanding of the needs of both investor and institution. A former Broker Consultant, IFA business owner, Regional Manager for a National WM Firm and owner of an Irish Domiciled Investment Management Company, John’s career has been diverse. He currently owns and runs a freelance consultancy business, Investment Connections, where he offers services to emergent boutique asset managers and service providers, in the past being involved at grass root level with companies such as Midas Capital Partners, Octopus Investment Managers, IT Asset Management, Oceanic Asset Management and 24 Asset Management.
Such dynamic experience has enabled John to act as the face of several emergent boutiques in the UK (and latterly Ireland) where he applies creativity, commitment, experience and considerable energy to gain brand recognition and market penetration.
When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.