Balkerne Asset Management Initial Charge
Balkerne Asset Management Annual Management Charge (AMC)
1.5% + VAT, (excluding dealing costs)
Adviser Remuneration Fee
As agreed with your client.
What is it?
Unique, tax-efficient portfolio of AIM stocks managed on a discretionary basis.
Why is it different?
Unique, tax-efficient but otherwise traditional portfolio of AIM stocks which can be built up over time to compliment a balanced IHT strategy.
What's better about it?
Tax efficient, daily price monitoring, quarterly and ad-hoc reporting, copies to adviser.
Why would my clients want it?
An AIM stocks-based portfolio offering potential IHT advantages. Tax-efficient, discretionary managed, growth or income.
What other benefits are there?
Individual portfolios reviewed monthly, and as required
Can complement traditional discretionary portfolios, including MSS, MFS and ISA.
Access to Balkerne Asset Management investment team.
AIM IHT Portfolio
AIM IHT MSS Key Feature
AIM IHT MSS Terms & Conditions
AIM IHT MSS Application