Wealth and Asset Management
New wealth firm launches AIM IHT portfolio with value focus
O-IM has launched an AIM inheritance tax (IHT) fund containing a portfolio of 20 stocks. The fund will be available to the firm’s clients directly, as well as to IFAs via M&G Wealth (Ascentric) or Transact platforms. The annual management charge (AMC) for the fund is 0.95%. O-IM said that…
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