Independent firm with unrivalled knowledge

Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment.

We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets.

We have an unrivalled knowledge of AIM (formerly the Alternative Investment Market) and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004.

Download our AIM for Inheritance Tax Report!

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report from the link here to find out more about the benefits of Business Property Relief on AIM shares.

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Introduction to the Fundamental AIM IHT Portfolio Service

The issues to be aware of when investing in AIM

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In our blog

Autumn Statement and Inheritance Tax

22 November 2023

Despite many articles in the press in the run-up to today’s Autumn Statement, Inheritance Tax (IHT) was neither scrapped nor were thresholds changed. With figures this week showing that the Treasury is on course to secure a record IHT take this year; if you want to save your family money on IHT when you pass… Read more

Inheritance Tax Up, Stamp Duty Down

20 October 2023

The latest data released by HMRC shows receipts for Inheritance Tax (IHT) has gone up while Stamp Duty receipts have declined. For the period of April 2023 to September 2023, IHT receipts have surged to £3.9 billion, marking a £400 million increase from the same period last year. This rise can be attributed to the… Read more

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To contact Fundamental Asset Management email us or call +44 (0)1923 713 890

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