We are delighted to announce a partnership with wealth manager PK Group to provide access to its IHT Portfolio product, which offers advisers and their clients combined exposure to Alternative Investment Market (AIM) & Asset Backed (AB) investments, incorporating a range of different Portfolio Managers with different investment strategies.

The partnership with GrowthInvest means that all this is available for the first time via the GrowthInvest platform, which simplifies the initial application process, minimises on-going administration and provides a single access point for portfolio reporting and analysis.

Benefits of the service include:

• PK Wealth works with financial advisers to deliver an IHT strategy aligned with client financial planning objectives.
• Ability to buy and sell AIM & Asset Backed assets on a Discretionary basis.
• Competitive fee structure incorporating discounted rates from underlying managers.
• Available on the GrowthInvest platform which provides a centralised administration and reporting service.
• Bringing together interesting investment assets in a way that is not currently available in the marketplace.

Michael Usher, Head of PK Wealth & CIO explained:

“We are delighted to be working with GrowthInvest to make it as easy as possible for advisers to offer their clients a diversified portfolio of Business relief products. We adopt a Discretionary Management approach in building and managing portfolios making sure they remain relevant on a two-to-three-year outlook. Our investment philosophy is to provide a high-quality portfolio of assets that qualify for Business Relief purposes which can generate a competitive rate of return over the long term, before inheritance tax allowances.

The PK Wealth IHT Portfolio Service follows the same underlying established process as all our other portfolios. As part of a robust due diligence process, we carry out face to face meetings with portfolio managers to gain a broad understanding of process, positioning, performance & costs”

Daniel Rodwell, CEO of GrowthInvest, says:

“We have seen a big increase in new flows into estate planning products over the last 12 months. This has been coupled with onboarding an increasing number of IHT/Business Relief portfolios to the platform. The PK Wealth IHT Portfolio is ideally suited to the GrowthInvest Platform and provides an extra option for financial advisers who are increasingly keen to ensure that their clients have a robust and diversified IHT solution in place. We are delighted to be working with Michael and the PK Wealth team who have a great reputation and experience in the marketplace.

He adds:

“Our online application process has been a big hit with advisers for a number of years, and the consolidation of that across a group of leading Business relief providers is a further step forward. We believe that both advisers and their clients will appreciate the simplicity of having a single access point for reporting and analysis across their entire portfolio”


Click here to see an exclusive spotlight interview with Michael Usher, Head of PK Wealth & CIO





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