Oliver Brown, RC Brown AIM Inheritance Tax service

We meet Oliver Brown from family-run investment firm RC Brown to find out what makes their AIM Inheritance Tax Service different to others. 

What is different about their approach? What sort of companies have they been investing in lately? And how are their investments affected by economic setbacks and this year’s turbulence on AIM? Alex Davies of Wealth Club interviews Oliver to find out. 

In this interview:

  • About RC Brown and Oliver’s background
  • What does the AIM IHT service aim to do for investors?
  • Companies RC Brown likes – and those they avoid
  • “Primary opportunities” – what are they, and why does RC Brown seek them?
  • Recent investments: FRP Advisory (corporate restructuring), Saietta (electric drive systems) and Elixirr (business consultancy)
  • How is AIM market turbulence affecting their portfolio?
  • Quality and quantity of current investment opportunities
  • Selling a stock – when’s the right time to do it?
  • How risky is an AIM portfolio?
  • Why might experienced investors concerned about IHT consider RC Brown’s service?

Please note: 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 nor a personal recommendation. The products featured are not suitable for everyone and capital is at risk. Tax benefits depend on circumstances and tax rules can change. Remember, past performance is not a guide to the future. If you’re unsure an investment is right for you, please seek professional advice.


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