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 IWI805 V17 AIM Portfolio IHT Plan CAL Investec 2020-2025

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[Music] hi i'm anna mcdonald one of the mrt fund managers one of our products is the iht portfolio service where we invest in aim listed stocks which qualify for business property relief we've run this service since 2014 but we've accumulated decades of experience in investing in small and mid-cap companies on both the alternative investment markets and the main stock market we run one of the uk's fastest growing smaller company funds and also the mrt aim vct our aim is to preserve and grow our clients funds by investing in qualifying aim stocks we believe this is best done by looking at companies that forms four main baskets we call these baskets family owner managed established tech and durable defensive significant family ownership tends to lead to long-term decision-making and a strong balance sheet which underpins a consistent dividend in the time of covid a lot of these dividends have been cut but we do expect they're going to resume owner-

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