26 April 2023
We are inviting you to a fund manager presentation which will cover how the managers of the Amati AIM IHT Portfolio Service have positioned the portfolio given the prevailing market backdrop.
As more and more families face inheritance tax bills with reliefs and exemptions remaining unchanged while property values and savings continue to appreciate, services such as this are becoming an increasingly important tool for financial planners.
The team of five managers who run the Amati AIM IHT Portfolio Service have considerable expertise and experience, also running the TB Amati UK Listed Smaller Companies Fund and the Amati AIM VCT.
2022 was a challenging year for investors in AIM, as a result, there are now opportunities in selected high-quality AIM listed companies with strong growth prospects, whose valuations are now significantly lower than their recent history.
Where: Malmaison Newcastle, 104 Quayside, Newcastle upon Tyne NE1 3DX
When: Wednesday 26th April
Time: 12:15pm - 12:30pm start - 2pm