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02 Feb 2023

AIM Portfolio IHT Plan: 2023, the year so far

Recorded on 31 January 2023.

Despite a positive final quarter, 2022 was a tough year for AIM portfolios. Simon Cleaver, head of the AIM Team at Investec Wealth, looks back over the year and describes some of the factors driving investment performance. He also looks at longer term returns and the effectiveness of the IHT tax break, before setting out current positioning and the reasons why advisers continue to recommend the Investec AIM IHT plan to clients.

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