Jamie  Summers

Jamie Summers

Partner, Investment management

Areas of expertise

Private clients; trusts; self-invested personal pensions; multi-generational family financial strategy; AIM inheritance tax (IHT) portfolios; real estate investment.

Experience

Jamie has worked in all aspects of private client investment management, offering advice on overall financial strategy to multi-generational family groups, individuals, their business interests, retirement and succession planning.

He has led the firm’s AIM IHT portfolio service since 2008, providing a means of obtaining IHT business property relief for private clients and IFAs through investing in qualifying AIM companies.

Oversees research into all forms of indirect real estate investment, feeding into the firm’s broader investment process.

Notable achievements

  • Built a solidly and consistently performing AIM portfolio service, which has successfully reduced the potentially taxable estates for a number of clients.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

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