Investing on AIM in 2023/24 – Richard Power, Octopus AIM Inheritance Tax Service – Meet the manager

We talk to Richard Power of Octopus Investments about managing the long-running AIM Inheritance Tax service, with particular focus on the current point in the market cycle.
0:00 Who are Octopus Investments
1:21 What does the AIM IHT Service aim to do for investors?
1:59 What kind of companies does the service look to invest in?
3:00 Which companies or sectors does the service avoid?
4:15 Investing in Ergomed (oncology and rare diseases)
4:54 Investing in Marlowe plc (testing and governance)
6:06 Investing in Renew Holdings (specialist engineering services)
6:51 Investing in RWS Holdings (localisation services)
7:31 Share price dislocation on the AIM market
9:01 What might be the catalyst for this to turn around?
10:18 Is increased M&A activity on AIM good news or bad?
11:00 How high interest rates and inflation affects investment
11:53 Companies are still raising money on AIM (e.g. Midwich, YouGov)
12:38 Biggest challenge on AIM at present?
13:50 When would Octopus decide to sell a stock?
15:17 Where are the best opportunities on AIM currently?
16:49 What are the key risks investing in AIM now?
19:00 To sum up, why should investors consider Octopus AIM IHT Service?

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For more details on Octopus AIM IHT Service, including documents & how to invest, see https://www.wealthclub.co.uk/aim-iht-isas/octopus-iht-aim-isa/.

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 investments are higher risk and less liquid than mainstream 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.

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