The strategy is managed in four steps:
- Screening AIM listed stocks with a market cap >£500m
- Meeting companies and identify investment cases
- Pitch new stocks to the AIM Committee / sell stocks we no longer think are appropriate
- Portfolio construction
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.