Investing on AIM in 2024 – Simon Moon & Max Ormiston, Unicorn Asset Management – Meet the managers

One for the stock pickers – where is Unicorn seeking out opportunities on the AIM market this year? Stocks & Shares ISA investors are often surprised to discover that even their ISA could be subject to Inheritance Tax. However, some AIM shares can be IHT-free after two years – saving a potential 40% tax charge. Unicorn Asset Management is a boutique UK smaller companies investment manager that has run an AIM IHT portfolio service for several years. What sort of AIM stocks do they like? Which have they invested in recently? And what makes them sell an AIM share? Watch now to find out more… This interview covers: 0:00 Who are Unicorn Asset Management? 2:08 What kind of AIM companies do they seek to invest in? 2:51 What companies do they avoid? 4:01 Investing in Bioventix 5:05 Why Unicorn continues to invest in Young’s 5:43 Why James Halstead is the kind of company they hold long-term 7:11 Why they invested in Tracsis 8:06 A challenging period for AIM 9:18 The 'silver lining' to that cloud 10:22 Increased M&A activity – good or bad? 11:48 Valuations on AIM at present 13:03 Risks 13:41 Governance 14:48 Why invest now in an AIM portfolio with Unicorn? Please Subscribe (+ 🔔 ) for more Meet The Manager video interviews. 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 stockmarket 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.