What are the costs of this service?
There are two costs to be aware of:
- Initial charge 1% – capped at £5,000
- Annual management charge – 1.25% (dealing costs included)
- Both plus VAT
Watch time: 1 minute
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.