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0845
641 0674
Garnett
Bridge
Kendal
LA8 9AZ |
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Smith & Williamson launch Ethical Aim Service
21-07-2008
Tax efficient portfolio specialists, Smith & Williamson, have launched an ethical version of their Aim portfolio service. This new service enables clients to reduce the inheritance tax
Even without the tax advantages, the S&W Ethical Aim Portfolio Service provides a means of investing in exciting companies at the forefront of developing solutions to some of the most pressing environmental and social challenges today. Typically, this might include companies involved in renewable energy, clean water, healthcare, resource management and organic food. Broad ethical screens are also used to ensure that exploitation of animals, people and the environment are avoided, whilst you can incorporate any issues that you feel strongly about, as each portfolio is managed on an individual basis. Smith & Williamson’s rigorous investment process is supplemented with additional research from Ethical Money Limited, with investments only being made if your ethical criteria and the financial analysis are satisfied. Smith & Williamson also has an accountancy arm, and is, therefore, particularly well placed to manage the tax aspects of an AIM portfolio.
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