The Unicorn AIM IHT & ISA Portfolio Service is a portfolio of AIM shares offered by WM Capital Management that combines the tax benefits of ISAs (tax-free income and growth) with the inheritance tax protection which some AIM shares benefit from.
WM Capital has designed investment solutions for retirement that allow advisers to provide a totally bespoke solution that can be tailored to the client’s risk profile and take into account changing income requirements over time. These solutions are both robust and offer protection against the worst market falls.
The Fund was set up in 2004 by David Stephenson, who joined WM Capital in 2016 and was Lead Portfolio Manager until he sadly passed away in March 2020. The fund is now overseen by David’s colleague and friend, Chris Moore, himself an experienced financial adviser and investment manager, Chris is supported by his wider team including experts in investment management across a range of asset classes and sectors.
Investing in companies that are helping to solve some of the world’s problems as well as making high returns from doing so is the ultimate investment. The WM Fourth Industrial Revolution portfolio was launched in 2016 and managed by WM Capital Management Ltd.