Case Studies
This page is for professional advisers only
Welcome to our library of case studies which are designed to make your life as financial adviser a little easier. These are short refresher guides on the various client scenarios where an AIM portfolio can help you and your clients.
For help with any of the below please contact us on 01923 713 890 or email [email protected]
Case Study Library
- pdf Client who wants an income that is Inheritance Tax efficient
- pdf Client looking for growth within a SIPP
- pdf Client inherited a spouse's ISA through APS
- pdf Client sold a business and looking to retain BR
- pdf Client who wants an Inheritance Tax efficient ISA
- pdf Client who wants to retain their capital
- pdf Client who worries they do not have long left
- pdf Client with lasting POA in place
- pdf Adviser looking to manage clients on platform
