Inheritance Tax Planning
Majestic Wine
Majestic Wine operates the largest
wine warehouse chain in Britain with
127 stores. The company floated on
AIM in 1996 and has enjoyed twelve
consecutive years of profit growth.
The company has successfully funded
its expansion from cash generation
and has differentiated itself by the
high quality of its customer service
and advice. For the year ended 31
March 2007 sales were £191 million
with profit before tax of £16.2 million.
Gooch & Housego
Gooch & Housego is a specialist
manufacturer of optical components
and systems. Their extensive product
range includes acousto-optical and
electro –optic devices, precision
optical components, crystals,
instruments for measuring optical
radiation and hyper spectral imaging
systems. The range is manufactured
and sold both in the UK and USA. For
the year ended 30 September 2007
sales were £31 million with profit
before tax of £6.6 million.
Mears
Mears is one of the market leaders
providing building repair and
maintenance services to Local
Authorities and Housing Associations,
which are having to meet long term
targets to improve the quality of
housing under the 'Decent Homes'
legislation. The company was one
of the original ten companies on
AIM in 1996. For the year ended
31 December 2007 sales were
£305 million with profit before tax of £15.5 million. The
order book at 31 December 2007 was over £1.4 billion.
Aero Inventory
Aero Inventory is an aircraft
consumerable parts service provider
for airlines, including Qantas, and
maintenance and repair organisations.
The company operates on a global
scale with facilities at Stansted, Hong
Kong, Zurich and Indonesia. For the
year ended 30 June 2007 sales were
£128 million with profit before tax of
£27 million.
Hamworthy
Hamworthy is a world leader in the
design and manufacture of innovative
marine, offshore and land-based fluid
handling systems. They are a major
supplier of regasification equipment
to the LPG shipbuilding industry. For
the year ended 31 March 2007 sales
were £191 million with profit before
tax of £13.6 million.
RWS
RWS is a leading provider of
intellectual property support services
and high level, technical, legal and
financial translation services. It
serves a multinational blue chip
client base drawn from Europe,
North America and Japan with
clients being active filers of patents
in many sectors, including
pharmaceuticals, automotive and
electronics. RWS floated on AIM in
November 2003 and its latest audited accounts for the
year to 30 September 2007 show revenues of £46m with
profit before tax of £10.4 million.
The above investment examples are for illustrative purposes only and may not be incorporated into RSITP portfolios that are established in the future. The data is correct as at May 2008. Past performance is no guide to future performance. RSIM cannot guarantee that all investments made will qualify for relief from inheritance tax (IHT) or if they do initially qualify that they will continue to do so.
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