Case Study – Fundamental Asset Management

Welcome to Fundamental Asset Management’s Case Studies

Our library of case studies which are designed to make your life as a financial adviser a little easier. These are short guides on the various client scenarios where an AIM portfolio can help you and your clients.

Client who wants an income that is Inheritance Tax efficient

Client looking for growth
within a SIPP

Client inherited a spouse's
ISA through APS

Client sold a business and
looking to retain BR

Client who wants an
Inheritance Tax efficient ISA

Client who wants to retain
their capital

Client who worries they
do not have long left

Client with lasting
POA in place

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