Event

The future is bright for AIM shares

Following the changes announced in the Budget, the case for investing in the AIM market remains strong.

12th Mar 2025 10:00 am Online

Why AIM shares represent a fantastic investment opportunity

With the dust now settled and the effects of the Autumn Budget finally digested, we believe the investment case for AIM shares remain as compelling as ever.

Here are some of the topics the webinar will cover:

At current valuations, investors can buy quality high-growth companies at attractive prices
Investing in innovative British businesses
Maintain flexible access to capital and income unlike many other inheritance tax solutions
Why more AIM shares are being held in ISAs
Which of your clients are AIM portfolios suitable for

Meet the hosts

Tom Hawkins

Head of Intermediary Sales and Strategic Partnerships

Tom joined Charles Stanley in September 2022 as Head of Strategic Partnerships. Prior to joining, he worked at Quilter for 22 years where he held a number of roles, namely their BDM working with national advice businesses and networks, the Regional Sales Manager for the SE region and he also spent 4 years as their Head of Marketing. Tom is responsible for developing new strategic partnerships with financial adviser firms in the UK to help them deliver standout investment solutions to their clients.

James Rae

Head of Inheritance Tax

James is the head of the AIM Inheritance Tax Team and has extensive experience with managing AIM portfolios. Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service. During his time there, James had one of the best AIM track records in the industry and oversaw a period of very strong inflows.