KLO Talks

For Financial Discussion

Author: KLO Financial Services

Discussing the latest financial trends, news and events, KLO Talks unravels the complicated world of investing and finance. Set up by the team of independent financial advisers at KLO Financial Services, the podcast aims to simplify conversations around finance. Listen to industry experts deliver insights, discuss current affairs and help provide clarity during complex financial times. Whether youre passionate about the sector or just want to understand more about the importance of optimising your finances, KLO Talks has something for everyone. Podcast Produced by Clear Audio Podcasts.
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Language: en

Genres: Business, Education, Investing

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EP 13 - KLO X Psigma Collaboration: AIM Investments & Inheritance Tax
Episode 13
Tuesday, 12 January, 2021

In this episode of KLO Talks, Financial Adviser Terry Michael and host Peter Komolafe are joined by Psigma Investment Director Jon Gould. Jon explains the basics of the Alternative Investment Market (AIM), covering myths, misconceptions and benefits of investing in this area. Jon also explains how Psigma select companies in order to manage risk within their portfolios. Terry then goes on to highlight the importance of discussing IHT with a financial adviser, and how to use your investment portfolio to mitigate IHT liability. To find out more about how much inheritance tax you may owe - and how you can reduce it - book a free consultation with Terry today by emailing terry.michael@klofinancialservices.com Psigma Investment Management Psigma Investment Management has been providing investment solutions for private clients, pensions schemes, trusts and charities since 2002. Find out more about Psigma here: https://www.psigma.com/