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4 Nov 2022
Looking ahead to COP 27

Looking ahead to COP 27

Our Investment Manager Ciaran Garvey contributed a short gallery feature for Citywire Wealth Manager ahead of COP 27. “COP27 will take place against a backdrop of high food and energy prices and slowing growth. The invasion of Ukraine has created a difficult balancing act for governments between energy security and achieving net zero goals, but…

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6 Jun 2022
Leaving a genuine lasting legacy

Leaving a genuine lasting legacy

This article was first published by Nucleus Illuminate on 6th June 2022 and can be found here. Baby boomers, the scourge of millennials, are nearing the end of their working lives With this evolution will come what is being referred to as the great wealth transfer. There are plenty of numbers being published (most are…

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10 Dec 2021
Is it time to look more closely at the Alternative Investment Market?

Is it time to look more closely at the Alternative Investment Market?

  This article was first published by Nucleus on  9th December 2021 and can be found at the following link https://illuminate.nucleusfinancial.com/blog/it-time-look-more-closely-alternative-investment-market   With the global economy slowly recovering from pandemic lockdowns, Covid-19 continues to have a heavy impact on some regions of the world, keeping the supply chain badly out of kilter.   Good luck…

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12 Mar 2021
Beware the ISA Inheritance Tax Trap

Beware the ISA Inheritance Tax Trap

This article was first published by Nucleus on 12 March 2021 and can be found at the following link: https://illuminate.nucleusfinancial.com/blog/aim-relief-role-aim-investing-iht-planning As advisers encourage clients to utilise their ISA allowances before the end of the tax year and for the new tax year, we see the usual round of news stories appearing on the number of…

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19 Jun 2020
Matt Strachan looks back at the history and success of the Alternative Investment Market, which was launched 25 years ago this week.

Matt Strachan looks back at the history and success of the Alternative Investment Market, which was launched 25 years ago this week.

This week is the 25th anniversary of the Alternative Investment Market (AIM). So, I thought it appropriate to indulge a little in its history and success. I remember its launch well, as I had been responsible for a couple of investments on one of its forebears, the Unlisted Securities Market (USM). Back in 1995 it…

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9 Jan 2020
IHT Planning and AIM

IHT Planning and AIM

Paying taxes unfortunately is a fact of life, and nearly all of them come before death.  The exception to the rule is Inheritance Tax (IHT). When it comes to thinking about life after we are gone, however, many of us are uncomfortable discussing this with our families. The danger is that, if no forward planning…

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