No initial fee for advised clients investing Direct

Supporting advisers - supporting their clients

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No initial fee for advised clients who invest Direct

To further support advisers, from Monday 27th June, advised clients who directly invest in Fundamental Asset Management’s AIM IHT Portfolio Service will no longer be charged an initial fee.

The scrapping of any initial fee is part of our ongoing commitment to support advisers and aligns with our fee structure for portfolios managed through wrap platforms (Eg Abrdn Elevate & Wrap, Funds Network, Nucleus, Standard Life, Transact etc.).

If you would like an illustration, please contact our Business Development Manager Jonathan Bramall via email [email protected] or phone 01923 713 894.

For more information about reducing Inheritance Tax by using Business Relief (also known as Business Property Relief) click here.



Fundamental Asset Management