Whitman Am buys Kestrel Partners’ AIM Inheritance Tax Portfolio Service business

Whitman Asset Management has announced its acquisition of Kestrel Partners’ AIM Inheritance Tax Portfolio service (KITS), bringing it within Whitman’s existing AIM IHT portfolio management business. Kestrel and Whitman are working in close partnership to enable clients to transfer their AIM IHT portfolio management agreements, and the majority of KITS…