Alpha Portfolio Service Brochure
Available to private individuals who are looking to take advantage of Business Relief or Business Property Relief (BPR) for Inheritance Tax (IHT) purposes.
The AIM-IHT Portfolio Service is a discretionary investment service that seeks to reduce a client’s potential exposure to IHT on death. This can be achieved through the construction of an investment portfolio of shares traded on the Alternative Investment Market (AIM), which have been held for a two-year qualifying period.
Our experience in AIM companies in backed by:
Alpha has an open and transparent policy with regard to fees and charges. There are two choices to ensure the charging structure adopted is appropriate for their individual circumstances.
Please refer to our AIM IHT Fee Schedule for our charges, which includes all our investment management and custody fees.
Adviser charging can be facilitated.
The value of AIM quoted shares, and the income derived from them, may go down as well as up and an investor may not recoup the full amount invested. The market price of AIM shares may be highly volatile and may fluctuate significantly in response to a number of factors, certain of which may be outside the control of the companies issuing the securities. Information concerning taxation treatment is based on our understanding of current law and HMRC practice.
Please note if you are considering investment in an AIM portfolio, please seek professional advice.
Alpha Portfolio Management (Alpha) is a trading name of R C Brown Investment Management PLC which is authorised and regulated by the Financial Conduct Authority.
This website is for information purposes only and prospective clients should refer to Alpha’s printed literature. Any prices and other information on this website do not constitute personal recommendations or advice.
The material on this site is directed only at persons in the UK. It is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. It is your responsibility to inform yourself of and to observe all applicable laws and regulations of the relevant jurisdictions. Specifically, this website should not be accessed by any US Person. Please see a definition of a US Person at the end of this document.
You should always bear the following in mind:
Alpha Portfolio Management has taken all reasonable care that the information contained within the website is accurate at the time of the publication. Alpha, however, makes no representation or warranty, including liability towards third parties, expressed or implied, as to its accuracy, reliability or completeness. Information, opinions and estimates and any other contents on this website are provided by Alpha Portfolio Management for information purposes only and are subject to change without notice.
Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.
Alpha assumes no responsibility for, and makes no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the servers that make it available will be free of viruses or other harmful components.
Under no circumstances, including, but not limited to, negligence, shall Alpha be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.
You should be aware that the internet is not a completely reliable transmission medium. Alpha shall not have any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.
Messages that you send to Alpha by e-mail may not be secure. You are recommended not to send any confidential information to Alpha by e-mail. If you choose to send any confidential information to Alpha via e-mail you do so at your own risk with the knowledge that a third party may intercept this information. Instructions sent by you via e-mail and to the website are processed exclusively at your risk.
This website may contain links to other sites. Alpha is not responsible for the content or privacy practices of those other sites.
This website is governed by the laws of England.
Alpha will retain your email address when you make an enquiry via the contact form of this website. We would store your personal details in a secure database and use the information provided only to respond to your enquiry.
Alpha may collect the following personal information from you: name, job title, company name, email address, telephone number and fax number.
Alpha respects your privacy and will not sell, rent or disclose your personal information to anyone.
You may give us instructions in person or in writing (by letter, email or fax). Your instructions will be deemed to have been received by us when we have read your letter, email or fax. The dispatch of an instruction to us by post or electronic means does not guarantee its timely receipt. If you wish to confirm that we have received instructions, please telephone us. We may rely and act on any communication which purports to have been given (and which we reasonably believe has been given) by you or any person authorised by you but we will not be obliged to do so.
Our correspondence address is 1 The Square, Temple Quay, Bristol BS1 6DG – Tel 0117 203 3460. If you do not have a named contact, please write to the Compliance Director.
Unless instructed otherwise, we shall assume that we may communicate with you by email. Documents sent by email will not be encrypted. If you have a requirement for a greater level of security in electronic communications, please notify us of this and we will endeavour t implement a mutually acceptable email protocol, incorporating encryption standards. We use an industry standard firewall containing virus protection but cannot guarantee that all communications will be secure or free from infection. Emails and any attachments will be scanned for viruses prior to leaving our network. Internet communications are not secure and we cannot guarantee the security or accuracy of any emails we send.
We will not be responsible for any damages arising from any alteration of emails by a third party as a result of any virus being passed on.
We will communicate with you in English. We may record all telephone conversations we have with you or your agents, although we will not be obliged to do so. We may use such recording in the event of any dispute between us.
Alpha endeavours to ensure that the information we hold is accurate and up to date. You have the right to access your personal information held by us. If at anytime you would like to see a copy of your personal information or have it updated or removed, please contact us.
Alpha reserves the right to amend this policy from time to time. If we make any changes to the way in which we use your personal information we will notify you by posting an announcement on our website.
If you have any questions please contact us.
This information will be updated from time to time. You are advised to check if any such updates have been made since you last visited this website.
A US Person is any natural person resident in the United States (US); or a company or partnership incorporated or organised in the US, but excluding an offshore branch or agency of a US person that operates for valid business reasons and is engaged and regulated as an insurance company or bank; or a branch or agency of a foreign entity located in the US; or a trust of which the trustee is a US person, unless a non-US person has or shares investment discretion; or an estate of which a US person is the executor or administrator, unless the estate is governed by foreign law and a non-US person has or shares investment discretion; or a non-discretionary account held for the benefit of a US person; or a discretionary account held by a US dealer or fiduciary, unless held for the benefit of a non-US person; or any entity organised or incorporated for the purposes of evading US securities laws.
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