Sustainable Future AIM Inheritance Tax Portfolio Service

Overview

Portfolio Objectives

To provide an investor with a diversified portfolio of Business Relief qualifying AIM-listed shares which after two years, and if held at death, are expected to achieve 100% relief from Inheritance Tax.

To make a positive impact on the most pressing social and environmental issues by investing in companies who contribute to at least one of our four sustainable themes.

To help investors to leave a lasting legacy, for both their beneficiaries and for future generations.

Key Information (August 2022)

Availability

Only available to investors through their Financial Adviser, on third-party platforms

Platform service launched

31st March 2022

AUM

£83m

Number of holdings

We aim to hold around 40 stocks. The portfolio currently has 38.

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 availability

ISA (including ISA Transfer)

GIA

SIPP

AJ Bell:

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