RE: MTL14 Jul 2025 22:32
Ok. 20 mill x 2p does and you said an equal split between 2 aim companies so that’s x2. That aside, let’s park things and move on.
Personally, I would hold longer as my personal view is that this will go (much) higher.
I’m no tax consultant and I suggest you speak with one but,
If your father intends to leave these to family members I believe he can gift certain amounts up to the inheritance threshold - dependant on how many of you there are this could ‘use’ up a lot of the accrued gain. Is this still subject to CGT? I’ve no idea.
With the number of shares you have (when you ready) I would approach MTL directly to discuss tranche sales - you will likely get above the current bid price.
Downsides - will MTL go down? Possibly. Is it likely? Not if all goes to plan - and major dips are unlikely in the next few months imo unless the boat from Antarctica sinks.
Do you take a slice now? That has to be your call but as I say, I would speak with a tax specialist asap but don’t panic right now. This will likely grow or have a pause where it is now rather than crash.
All my opinion so ultimately you have to do what suits your own (family) circumstances best.