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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AIM: opportunities arise as liquidity and M&A surge

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In our blog

Fundamental AIM IHT portfolio update

26 November 2021

Since hitting a high at the beginning of September, when its valuation touched £150 billion, the AIM market has struggled to make any progress, with the latest discovery of a new Covid-19 variant also pushing stocks lower across the board. Some of AIM’s larger and more richly valued companies have been particularly weak over recent… Read more

Did you know? AIM shares can be held in ISA and on platform…

22 October 2021

With tax allowances frozen by The Chancellor at the last Spring Statement and rising inflation there has been an increase in the number of people finding themselves with an inheritance tax issue. This is also affecting financial advisers who are spending more of their time helping clients with their Inheritance Tax planning to navigate this… Read more

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

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