Overview
Portfolio Objectives
Primary objective: To help investors to pass on more of their wealth to their beneficiaries after death.
Client money is invested into a diversified portfolio of Business Relief (BR) qualifying AIM shares that should achieve 100% relief from Inheritance Tax if owned for two years and held at date of death. Should death occur after April 2026 then the rate of relief will be 50%.
As BR qualification is only known following HMRC assessment on death, a key part of our service is to ensure to the best of our ability that companies we invest in remain BR qualifying.
Performance objective: To provide long term growth in value, whilst generating an honest dividend income which aims to cover most or all investor costs while mitigating much of the risk associated with this type of investment.
Key Information
|
Availability |
Only available to investors through their Financial Adviser, on third-party platforms |
|
Service commenced |
2006 |
|
Platform service launched |
31st March 2017 |
|
Total AIM AUM |
£112m |
|
Number of holdings |
34 |
|
Investment Team |
Matt Strachan Ciaran Garvey Catherine Jackson |
|
Annual Management Charge |
1% (VAT Exempt) |
|
Other charges |
Platform Charges apply Platform dealing charges where applicable |
|
Minimum investment |
£20,000 |
|
Tax Wrapper |
ISA (including ISA Transfer) GIA SIPP |