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. Should death occur after April 2026 then the rate of relief will be 50%.
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
|
Availability |
Only available to investors through their Financial Adviser, on third-party platforms |
|
Platform service launched |
31st March 2022 |
|
Number of holdings |
We aim to hold around 40 stocks. The portfolio currently has 35. |
|
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 |