In this episode of KLO Talks, Financial Adviser Terry Michael and host Peter Komolafe are joined by Psigma Investment Director Jon Gould. Jon explains the basics of the Alternative Investment Market (AIM), covering myths, misconceptions and benefits of investing in this area. Jon also explains how Psigma select companies in order to manage risk within their portfolios.
Terry then goes on to highlight the importance of discussing Inheritance Tax (IHT) with a financial adviser, and how to use your investment portfolio to mitigate IHT liability.
To find out more about how much inheritance tax you may owe – and how you can reduce it – book a free consultation with Terry today by emailing firstname.lastname@example.org
Psigma Investment Management
Psigma Investment Management have been providing investment solutions for private clients, pensions schemes, trusts and charities since 2002. Find out more about Psigma here: https://www.psigma.com/