Stockopedia for AIM (and IHT)
Today’s post is about using the the Stockopedia service to find AIM stocks for an IHT portfolio – it’s Stockopedia for AIM.
Category: IHT
BPR Industry Review – An Alternative to DIY AIM for IHT?
Today’s post looks at the 2017 BPR industry review from intelligent partnership. Are there any offers that beat the DIY approach?
AIM 100 – 2017 Update – Sectors and IHT
Today’s post is a look at the AIM 100 from two directions – which firms should be part of an IHT portfolio, and a sector breakdown.
Cash from Selling a Flat
Today’s post is about what to do with the cash from selling a flat. Are the proceeds protected, and where is the best place to put them?
IHT Planning with AIM Stocks – Part 2
Today’s post is about IHT planning with AIM stocks. It’s an update to a series of posts on a similar topic earlier in the year.
Safe AIM Stocks 4 – AIM IHT Portfolio Construction
Today we’re going to choose our final 50 stocks to make up our AIM IHT Portfolio.
Safe AIM Stocks 3 – AIM 100 2016
Last week we looked at AIM IHT planning from the bottom-up, using magazine articles and asset manager reports. Today we look at the AIM 100 for 2016.
Safe AIM stocks 2 – bottom up AIM IHT planning
Today we’re going to approach the topic of AIM IHT planning from the bottom up, by looking at asset manager literature and newspaper articles.
Safe AIM Stocks 1 – Top Down
Today’s post is about Safe AIM stocks that we can use as part of a portfolio that will be exempt from Inheritance Tax. Do such things exist?
Tax Planning in Your 80s
Today’s post is about tax planning in your 80s. My mother-in-law is 83 years old. What can we do to help her to save tax?
Inheritance tax – the Grim Reaper
Today we’re going to take a look at inheritance tax, something that most ordinary people didn’t have to worry about until recently.
