Advisers set sights on boosting client exposure to AIM in the coming year

UK Financial Gurus Reveal Their AIM Fever

In a recent study, 100 UK financial advisers & wealth managers were asked what they’re planning for the next year. 90% of them say they’re going to pump up their clients’ shares on the AIM (Alternative Investment Market), while the remaining 10% are keeping the status quo. Pretty straightforward!

Why AIM Is the New Hype

Opportunity for Big Gains: Advisers see the AIM platform as a doorway to exciting, smaller companies that’re built around cutting‑edge tech and fresh business models. They’re excited about the possibility of the UK’s next big unicorns.
Government Backing: The government is stepping up support for these businesses, helping the economy grow.
Acquisition Potential: Many advisers believe that “AIM‑listed” firms could become the lucky targets for larger companies looking to grow.
Tax Perks: Business Relief (BR) qualified shares dodge stamp duty and offer a 100% exemption from Inheritance Tax (IHT) after just two years – a major plus for long‑term planning.
Under‑the‑Radar Firms: These companies receive less analyst scrutiny, so there’s a whole load of untapped opportunities.

A Quirky Quote from TIME Investments

Raymond Greaves, head of Equity Funds at TIME Investments, said the study shows a positive outlook for AIM:

“After a tough couple of years, advisers and wealth managers recognised that stabilising UK inflation and interest rates could be the catalyst for market recovery—opening the door to some genuinely exciting smaller companies”
‑ Raymond Greaves

TIME:AIM—Your IHT Planning Sidekick

TIME:AIM offers a carefully curated portfolio of Business Relief (BR) qualifying AIM companies. The portfolio is ISA‑qualifying, making it especially handy for advisers who want to transfer clients’ ISAs into an IHT‑friendly investment.

Greaves explains the selection approach:

Pick companies that are profitable with minimal debt and solid growth possibilities.
In 2023, the portfolio outperformed its benchmark by more than 12% and still yielded a positive 5% return even though the benchmark sank 7.4%.
Most holdings (90%+) are performing in line or better than the latest trading updates.