CPD Courses

AIM IHT March Breakfast Workshops

Workshop Vertem Asset Management

About the CPD course

The event will provide delegates with an understanding or a refresh of the advantages of AIM portfolios for the benefit of gaining Business Relief for Inheritance tax mitigation. The workshop will additionally provide attendees with information and guidance on identifying eligible clients; portfolio construction; investment research; liquidity and volatility all in relation to IHT.

CPD Provider

Vertem Asset Management

Vertem Asset Management

Vertem Asset Management

Founded in 2010 Vertem Asset Management is a boutique discretionary investment management firm specialising in providing a bespoke service and intelligent, flexible and appropriate investment strategies to IFAs, introducers and their clients.

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