Kestrel broadens AIM Inheritance Tax Solution

08 November 2012

Kestrel Investment Partners (Kestrel) has broadened the Kestrel Inheritance Tax Solution (KITS) offering to include retail clients as well as professional clients. This is a discretionary investment management service aimed at reducing inheritance tax (IHT) liabilities by investing in a selection of AIM companies chosen and managed by Kestrel. KITS is based on Kestrel’s strong track record of investing in small and micro-cap companies quoted on the London Stock Exchange, most of which are listed…

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Kestrel launches Global Portfolio

17 March 2012

Kestrel Investment Partners (“Kestrel”), the investment management company, today announces the launch of a new global multi-asset fund, the Kestrel Global Portfolio. The fund launches with £25 million assets under management and a Silver grading from S&P. The Kestrel Global Portfolio will be managed by John Ricciardi, assisted by Max Royde. The well established Dynamic Asset Allocation investment process in the Kestrel Global Portfolio was first created by Ricciardi over twenty years ago. It allows…

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Kestrel bolsters its team with the appointment of Stuart Rollason

10 January 2012

Kestrel Investment Partners (Kestrel) has strengthened its investment management team with the appointment of Stuart Rollason. At Kestrel, Stuart will be lead manager on the Kestrel Inheritance Tax Solution, known as KITS, which mitigates inheritance tax by creating individual portfolios of AIM listed shares which are eligible for Business Property Relief. Stuart was previously a founder and partner at Bluehone Investors LLP, the investment manager which focuses on small company investment funds and a fund…

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