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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In our blog

Sold a business in the last 3 years and now with an Inheritance Tax issue?

11 June 2021

Shares in a business which qualify for Business Property Relief (BPR) can benefit from 100% Inheritance Tax mitigation if held for two years and until death. Many businesses in the UK qualify for this relief and many businesses rely on this exemption to pass their family-owned business down to children or other beneficiaries, free of… Read more

Fundamental Asset AIM for positive & sustainable growth- Explained!

20 May 2021

Fundamental Asset Management was recently featured in What Investment after our decision to broaden our investment mandate and introduce positive & sustainable growth into our AIM IHT portfolio. (Read the full article here). There are two improvements this brings. Firstly, it widens our remit and therefore our opportunity for growth. And secondly, it allows us… Read more

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

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