How do you work with the dealing team, why does having an inhouse dealing team make a difference to this service?
- We invest at the larger end of the marketing, although AIM stocks are still relatively small
- Liquidity can be an issue
- Having our own dealing team helps with the process of trading, matching buyers and sellers and ensuring we get the best price possible
- Dealers match settlements to ensure cash in the portfolio remains as low as possible, for IHT proposes
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.