Stockopedia for AIM #3
Today’s post is our third in a series on Stockopedia for AIM – we’re hoping to use the screening tool to put together an AIM IHT portfolio.
Tagged: SmallCap
Weekly Roundup, 5th September 2017
We begin today’s Weekly Roundup in the FT, where Merryn Somerset Webb was talking about dividends and diversification.
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.
Weekly Roundup, 18th November 2016
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about the distribution of household disposable income by age.
Weekly Roundup, 12th July 2016
We begin today’s Weekly roundup in the FT, with the Chart That Tells A Story. This week it was about student debt.
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?
SmallCap Growth AIM Portfolio 14 – One Year Review
Our experimental SmallCap Growth AIM portfolio has reached the one-year mark. It’s time to find out whether it’s been a success or not.
Project X-Ray – What’s in the Box?
Today we’re going to start Project X-Ray – a look at my legacy investment accounts to see if any holdings fit within the 7 Circles portfolios.
