We are thrilled to announce a partnership with GrowthInvest to provide access to our IHT Portfolio product, which offers advisers and their clients combined exposure to Alternative Investment Market (AIM) & Asset Backed (AB) investments, incorporating a range of different Portfolio Managers with different investment strategies.
The partnership with GrowthInvest means that all this is available for the first time via the GrowthInvest platform, which simplifies the initial application process, minimises on-going administration and provides a single access point for portfolio reporting and analysis.
The PK Wealth IHT Portfolio Service offers combined exposure to Alternative Investment Market (AIM) & Asset Backed (AB) investments, incorporating a range of different Portfolio Managers with different investment strategies.
We adopt a Discretionary Management approach in building and managing portfolios making sure they remain relevant on a two-to-three-year outlook. Our investment philosophy is to provide a high-quality portfolio of assets that qualify for Business Relief purposes which can generate a competitive rate of return over the long term, before inheritance tax allowances.
Service Benefits
- PK Wealth works with financial advisers to deliver an IHT strategy aligned with client financial planning objectives.
- Ability to buy and sell AIM & AB assets on a Discretionary basis.
- Competitive fee structure incorporating discounted rates from underlying managers.
- Available on the GrowthInvest platform which provides a centralised administration and reporting service.
- Bringing together interesting investment assets in a way that is not currently available in the market place
The PK Wealth IHT Portfolio Service follows the same underlying established process as all our other portfolios. As part of a robust due diligence process, we carry out face to face meetings with portfolio managers to gain a broad understanding of process, positioning, performance & costs.
Michael Usher, Head of PK Wealth & CIO explained:
“We are delighted to be working with GrowthInvest to make it as easy as possible for advisers to offer their clients a diversified portfolio of Business relief products. We adopt a Discretionary Management approach in building and managing portfolios making sure they remain relevant on a two-to-three-year outlook. Our investment philosophy is to provide a high-quality portfolio of assets that qualify for Business Relief purposes which can generate a competitive rate of return over the long term, before inheritance tax allowances.
The PK Wealth IHT Portfolio Service follows the same underlying established process as all our other portfolios. As part of a robust due diligence process, we carry out face to face meetings with portfolio managers to gain a broad understanding of process, positioning, performance & costs”
Click here to see an exclusive spotlight interview with Michael Usher, Head of PK Wealth & CIO
