The range of portfolios is the first managed portfolio solution of this type on the platform.
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Advisers using Elevate can benefit from Fundamental Asset Management’s actively managed portfolio of qualifying AIM securities for efficient IHT planning. Clients’ assets are held outside of the estate after two years – as opposed to seven years for lifetime transfers – and because they are held as liquid assets clients can access their assets at short notice.
Access to these funds via Elevate provides advisers with a simple and effective way to mitigate IHT for those clients that do not want to use a trust, while being able to monitor valuations alongside all of the client’s other assets, therefore providing a full financial plan.
Nick Lee, head of strategic partnerships, AXA Wealth, said: "Elevate had a strong year in 2012 with total assets on the platform increasing 51% and finishing the year in top spot on the Platforum Market Monitor leaderboard. One of the key performance areas which helped to secure Elevate’s position was the rich functionality of the platform and broad investment choice. Partnerships like the one with Fundamental Asset Management ensure that AXA Wealth is able to offer advisers expertise and an extensive range of financial planning solutions to meet their clients’ needs.
"Through our specialist offshore business, AXA Wealth International, advisers are able to access award winning traditional IHT planning solutions. With the addition of Fundamental’s range of AIM portfolios, advisers using Elevate now have access to additional long-term planning options for those clients looking to manage their IHT liability more efficiently."
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By GlobalDataStephen Drabwell, director, Fundamental Asset Management, said: "Fundamental is at the forefront of offering AIM portfolios and we strongly believe that the service being available via AXA Wealth’s Elevate has significant advantages for advisers in terms of monitoring and administration of their client’s portfolio.
