Tagged: SmallCap

AIM for Stockopedia 3

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.

Weekly Roundup, 5th September 2017

Weekly Roundup, 5th September 2017

We begin today’s Weekly Roundup in the FT, where Merryn Somerset Webb was talking about dividends and diversification.

Weekly Roundup, 17th November 2016

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.

AIM 100

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

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

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?