Supporting advisers – supporting their clients No initial fee for advised clients who invest Direct To further support advisers, from Monday 27th June, advised clients who directly invest in Fundamental Asset Management’s AIM IHT Portfolio Service will no longer be charged an initial fee. The scrapping of any initial fee is part of our
The Key Criteria In the ninth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at the Fundamental Asset Management investment approach. The Fundamental Asset Management investment approach is best described as, stock specific and growth focused, with a value
Fundamental Asset Management Investment Team In the eighth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at the Fundamental Asset Management Investment Team. Since 2004, Fundamental Asset Management portfolios have been managed by our two founders Chris Boxall and Stephen
