Is the service actively managed, and how often do you rebalance?
- The AIM strategy is an actively managed service
- We build you your own distinct portfolio and constantly monitor them
- Portfolios can be rebalanced as frequently as needed
Watch time: 2 minutes
We understand how important it is for clients to plan and preserve for the next generation and their loved ones. The Quilter Cheviot AIM strategy is designed for estate and inheritance tax (IHT) planning at an accessible entry point of £100,000.