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29 May

When should AIM be in the frame for IHT planning?

Tax and trusts

1:00 pm


Wednesday 29th May 2024





Save your spot now. 1pm on 29 May 2024. 'When should AIM be in the frame for IHT planning?' featuring Paul Parker of Canaccord Genuity

Guess what? We were scouring our library of previous online Assemblies recently and realised something: we’ve never covered the topic of inheritance tax (IHT) planning using the alternative investment market (AIM)!

So we thought it was high time to fix that. And if you join us online at 1pm on 29 May 2022, we will.

After all, whether you’re new to paraplanning and in search of a primer or you’ve been paraplanning for ages and want to make sure you do know what you’re talking about, a whistle-stop tour of why investing in AIM is right up there as a strategy for IHT planning is well worth taking.

And we’ve got the ideal guest as a tour guide for the topic.

Because we’re going to be joined by Canaccord Genuity’s senior investment director and head of IHT investments, Paul Parker. During the lunch hour gathering we expect to explore:

  • why AIM is so appealing for IHT planning
  • business property relief and how it works
  • why AIM has a reputation for riskier investments
  • how clients can invest in AIM – investment managers and DFMs
  • researching the suitability of AIM portfolios and their managers
  • things to consider when designing an IHT strategy using AIM

As ever, the chat will be open for you to pose questions, or share ideas and observations.

Fancy joining in? Then save your spot right now.


Paul Parker
Canaccord Genuity

Paul Parker is head of Canaccord Genuity's IHT Portfolio Service team and specialises in AIM IHT portfolios. He has been with Canaccord Genuity since 2001, and has an in-depth understanding of managing funds for high net worth individuals, pensions, trusts and charities. He has been running IHT portfolios since 2006. Paul is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment.

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