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Key features
  • A minimum investment of £100,000
  • Qualify for 100% Inheritance Tax relief after two years
  • Ownership of individual shareholdings
    – not a pooled investment
  • Clear charging structure
Key considerations before investing
  • Current tax rules for government investment into AIM and available reliefs may change
  • Tax relief is applicable only to those subject to UK inheritance tax and available only where the investment is held until death
  • The underlying AIM companies must continue to qualify for tax relief at the time the investments are realised
  • Luna does not provide tax advice and clients/their Financial Planner should consider taking professional tax advice before any investment is made
  • Smaller companies are above-average risk investments. The value of investments and any income derived from them may fall as well as rise, and your clients may not get back the full amount invested
  • AIM companies can be relatively illiquid, meaning it can be difficult to dispose of shares at a reasonable price at short notice
  • Your clients should expect that their portfolio will demonstrate volatility greater than the UK market average

Before investing please check the specific risk factors on the key features document as some strategies can be high risk; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Taxation is dependent on individual circumstances and is subject to change.

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