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  • 02 Jul 2019

THE MONTHLY July 2019


AJ Bell Plc (AJB:LON), 487 | Allergy Therapeutics plc (AGY:LON), 7.0 | Arbuthnot Banking Group PLC (ARBB:LON), 955 | City of London Investment Group PLC (CLIG:LON), 346 | DP Poland PLC (DPP:LON), 9.2 | Gateley (Holdings) Plc (GTLY:LON), 128 | Koovs (KOOV:LON), 0 | Lightwaverf (LWRF:LON), 0 | Murgitroyd Group (MUR:LON), 0 | Oxford BioMedica plc (OXB:LON), 320 | Palace Capital plc (PCA:LON), 222 | Primary Health Properties PLC (PHP:LON), 103 | R.E.A. Holdings plc (RE:LON), 78.8 | RM Infrastructure Income PLC GBP (RMII:LON), 75.8 | Shield Therapeutics Plc (STX:LON), 2.5 | Tissue Regenix Group plc (TRX:LON), 33.5 | Titon Holdings Plc (TON:LON), 79.0 | Urban Logistics REIT plc (SHED:LON), 154 | Volta Finance Limited (VTA:LON), 645 | Warpaint London PLC (W7L:LON), 402 | ValiRx PLC (VAL:LON), 0.5

  • Hardman & Co
    • Brian Moretta

    • 37 pages


 

When advisers first start looking at business relief (BR) products, there is much to take in: the rules governing such products; the investment strategies being used; and what the investment risk is. It is easy to lose sight of the fact that, for non-AIM products, the investment is being made directly into a company or partnership, rather than a fund. It is, therefore, essential that governance is part of the diligence process.


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THE MONTHLY July 2019


AJ Bell Plc (AJB:LON), 487 | Allergy Therapeutics plc (AGY:LON), 7.0 | Arbuthnot Banking Group PLC (ARBB:LON), 955 | City of London Investment Group PLC (CLIG:LON), 346 | DP Poland PLC (DPP:LON), 9.2 | Gateley (Holdings) Plc (GTLY:LON), 128 | Koovs (KOOV:LON), 0 | Lightwaverf (LWRF:LON), 0 | Murgitroyd Group (MUR:LON), 0 | Oxford BioMedica plc (OXB:LON), 320 | Palace Capital plc (PCA:LON), 222 | Primary Health Properties PLC (PHP:LON), 103 | R.E.A. Holdings plc (RE:LON), 78.8 | RM Infrastructure Income PLC GBP (RMII:LON), 75.8 | Shield Therapeutics Plc (STX:LON), 2.5 | Tissue Regenix Group plc (TRX:LON), 33.5 | Titon Holdings Plc (TON:LON), 79.0 | Urban Logistics REIT plc (SHED:LON), 154 | Volta Finance Limited (VTA:LON), 645 | Warpaint London PLC (W7L:LON), 402 | ValiRx PLC (VAL:LON), 0.5

  • Published: 02 Jul 2019
  • Author: Brian Moretta
  • Pages: 37
  • Hardman & Co


When advisers first start looking at business relief (BR) products, there is much to take in: the rules governing such products; the investment strategies being used; and what the investment risk is. It is easy to lose sight of the fact that, for non-AIM products, the investment is being made directly into a company or partnership, rather than a fund. It is, therefore, essential that governance is part of the diligence process.



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