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Wealth and Asset Management

Wealth manager creates Aim IHT managed portfolio service

May 3, 2023

By News Team

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UK-headquartered wealth manager Credo has launched an Alternative Investment Market  inheritance tax (IHT) managed portfolio service, with stock selection advised by Unicorn Asset Management. The service provides IHT relief to investors by investing in a diversified portfolio of approximately 30 Aim shares that qualify for business relief, provided shares are…

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