Foundation Roundup – February 2018

The government is currently offering the best value for pensions that may ever be available but the offer ends on 5 April 2025! And unlike one of those furniture sales advertised seasonally, this really will be your last chance to benefit.

The Equilibrium Alternative Investment Market (AIM) portfolio invests in companies that we believe qualify for Business Relief, which has inheritance tax advantages. Portfolio Manager, Neal Foundly, explores why he thinks they look such good value at present.