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Investing in AIM quoted companies for IHT planning purposes has proved to be a highly successful investment proposition over the past few years. The availability of Fundamental’s AIM portfolios on a growing number of leading platforms means greater accessibility

Fundamental Asset Management, a specialist investment house, has been successfully managing AIM portfolios, principally for Inheritance Tax (‘IHT’) planning purposes, for over 11 years. During this time Fundamental’s AIM portfolios have significantly outperformed all leading UK stock market indices with the firm’s standard AIM portfolios having risen 109% over the 5 years to end March 2016. Fundamental AIM portfolios availability on several platforms has seen growing numbers of IFAs allocate funds to this high performing asset class.

- Platform availability

Fundamental portfolios are now available on the following investment platforms:

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