67 Tax advantaged AIM investing with Matt Currie of Seneca Partners
67 Tax advantaged AIM investing with Matt Currie of Seneca Partners

67 Tax advantaged AIM investing with Matt Currie of Seneca Partners

Timi b3b3

67 min
Business & Finance
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<p>Although investing on AIM through EIS fund and VCTs would appear to have several attractions, there are very few fund managers who invest in this area. Seneca Partners are one and we get fund manager Matt Currie to talk about it.</p><p>We cover many areas in the discussion. We talk about the differences in governance between AIM, fully listed companies and unquoted companies and what this means for investors. We then go into the flow of investments, how strong it is, and the how brokers help. Matt also discusses the different level of diligence that's possible and how AIM-listed company management differ in how they and raise from unquoted companies.</p><p>Matt also talk about what happens after investment. He talks about the relationship with company management and the challenges that some private investors present. We also discuss liquidity and selling shares, how exits on AIM need to be managed and different approaches to doing that. Finally, we talk about the current market and what Matt sees about how companies are behaving. </p><p><strong>Links</strong></p><p>Seneca Partners - <a href="https://senecapartners.co.uk/" rel="noopener noreferrer" target="_blank">https://senecapartners.co.uk/</a></p><p>Subscribe to the EIS Navigator podcast on most services here: <a href="https://the-eis-navigator.captivate.fm/listen" rel="noopener noreferrer" target="_blank">https://the-eis-navigator.captivate.fm/listen</a></p><p><strong>Suggested books</strong></p><p><a href="https://www.amazon.co.uk/Accidental-Billionaires-Betrayal-Founding-Facebook/dp/0099551233/ref=sr_1_2?crid=1Y8111D3BDVG8&amp;keywords=ben+mezrich+books&amp;qid=1672745227&amp;qu=eyJxc2MiOiI0LjczIiwicXNhIjoiNC4yNiIsInFzcCI6IjQuMTIifQ%3D%3D&amp;sprefix=ben+mezrich%2Caps%2C1352&amp;sr=8-2" rel="noopener noreferrer" target="_blank">The Accidental Billionaires: Sex, Money, Betrayal and the Founding of Facebook</a> by Ben Mezrich</p><p><a href="https://www.amazon.co.uk/Bringing-Down-House-Students-Millions/dp/0099468239/ref=sr_1_17?crid=1Y8111D3BDVG8&amp;keywo

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67 Tax advantaged AIM investing with Matt Currie of Seneca Partners - Listen Free | WowFM