Fundamentals News & Insights

October 30, 2024

BUDGET: our initial response

On the back of the first Labour Government Budget for 14 years Fundamental Asset Management have put together an initial response relating to AIM investments. From April 2026, AIM Shares will only benefit from 50% relief as opposed to 100% relief currently. This means AIM shares will be taxed at an effective 20% Inheritance Tax…

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October 30, 2024
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Our investment services may not be suitable for everyone, and potential investors should fully understand the risks involved. We therefore always recommend investors seek independent advice before making an investment. Past performance is no guide future performance, and the value of any investment may fall as well as rise and investor may not get back the full amount invested. Tax benefits will depend on circumstances and tax rules and regulations are subject to change. Please read more here.

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