Kestrel Inheritance Tax Solution


All KITS and KITS ISA portfolios are showing positive gains to date.

The graph below shows the monthly performance of all KITS and KITS ISA portfolios on a unitised basis since launch in July 2011.

The above figures have been calculated after taking into account all charges paid including broking fees, fees paid to Kestrel and VAT. Figures have been calculated by creating a theoretical index that measures the performance of all KITS portfolios, deducting cash outflows arising from redemptions and income distributions and adding cash inflows arising from subscriptions. In calculating these figures, no account has been taken of any other fees or charges that may be payable by the investor such as tax or fees payable to their advisers.

Annual management fees include all administration costs. All brokerage fees are passed on to customers at cost.

Past performance is no guarantee of future results and investors may not get back the full amount invested. Real results may vary. If you are in any doubt about the suitability of KITS to your circumstances, you should seek independent financial advice.