Oakglen Wealth Partners with Toscafund to Launch AIM Portfolio IHT Solution

Oakglen Wealth and Toscafund Asset Management LLP have joined forces to introduce a groundbreaking inheritance tax solution for investors. This partnership will offer clients access to an Alternative Investment Market (AIM) portfolio service, allowing Oakglen to invest in qualifying smaller companies listed on the AIM market on behalf of their clients.

The diversified model portfolio, consisting of approximately 30 stocks, has been meticulously crafted by Toscafund portfolio manager Matt Siebert. The portfolio targets smaller companies with an average market capitalization of around £250m, offering exposure to a wide range of sectors without any single sector dominating more than 20% of the portfolio.

Despite being UK-centric, the model portfolio maintains a global footprint with 30% of revenue derived from Europe and the US, providing investors with exposure to international markets alongside domestic opportunities. The portfolio also focuses on companies where management and founders own an average of 15% of their businesses.

The partnership between Oakglen Wealth and Toscafund represents a significant step towards providing tailored wealth management solutions to clients. Dominic Tayler, managing director of Oakglen Wealth, expressed excitement about the opportunity to offer the AIM portfolio IHT solution to clients, highlighting the potential for fast growth and M&A within the Small-Cap sector.

Matt Siebert, portfolio manager at Toscafund Asset Management, emphasized the strategic positioning of the IHT solution to capitalize on evolving market dynamics. With the aim of outperforming the AIM All-Share Index by 5% over the cycle, the partnership between Oakglen Wealth and Toscafund is set to provide investors with a unique and potentially lucrative investment opportunity.