Case Study

Client looking for growth within a SIPP

For investment professionals only

Mark is in his early 40s and in good health. He is selfemployed and pays himself a good salary. He intends to retire at 65 and saves into a SIPP every month. Mark’s risk tolerance is high and he is looking for something to add an element of capital growth into his portfolio of investments held in his SIPP on platform. He’s not concerned about inheritance tax planning due to his age but he would like to see the full portfolio of what he is invested in as he lost out after holding the Woodford UK Equity fund.

Solution

Mark could invest into a Fundamental AIM Portfolio which has benefitted from the exceptional growth opportunity AIM has had to offer over the last 10 years. This portfolio can be held in a SIPP on platform and each position which makes up the investment is visible due to its portfolio structure. As the portfolio is held within a SIPP it will not qualify for business relief however this is not a concern for Mark given his young age.

Fact

AIM is one of the most successful growth markets in the world and can be held by clients as part of their SIPP on platform.

  • Income & Growth using AIM’s dynamism & opportunities
  • TAX No IHT if held for two years. Available as an ISA
  • PERFORMANCE 18-year performance Track record
  • ACCESS Client retains control of assets
  • PLATFORM ACCESS Available on key platforms
  • LOW COST Only 1%+VAT through a platform

For enquiries, please reach out to Jonathan

Jonathan Bramall

Jonathan is a Business Development Manager at Fundamental Asset Management. His role includes assisting clients and intermediaries. Jonathan has over 12 years’ experience in the finance industry. Over that time, Jonathan has worked for Barclays, Metro Bank and Moneycorp. Jonathan has been a Bank Manager as well as a Relationship Manager having looked after individuals and businesses of every shape and size.

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Our investment services may not be suitable for everyone, and potential investors should fully understand the risks involved. We therefore always recommend investors seek independent advice before making an investment. Past performance is no guide future performance, and the value of any investment may fall as well as rise and investor may not get back the full amount invested. Tax benefits will depend on circumstances and tax rules and regulations are subject to change. Please read more here.

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