For their latest podcast, the investment research and online financial media publisher Fund Your Retirement have interviewed Chris Boxall, co-founder and portfolio manager at Fundamental Asset Management.

In a broad ranging interview, linked below; Chris gives his view on the AIM market, singles out two companies he views as having high growth prospects and looks at how the AIM market has evolved over the last 20+ years.

HOW TO LISTEN TO THE EPISODE
Podcast episode on YouTube
On the Fund Your Retirement website
Spotify
Apple

Fund Your Retirement is an investment research and online financial media publisher. Their goal is to make finance more accessible to everyone by featuring top experts in the finance industry and sharing their knowledge on wealth-building strategies.

To find out more about the benefits of AIM, please speak to our Business Development Manager, Jonathan Bramall, via email [email protected] or phone 01923 713 894.

Inheritance Tax (IHT) receipts were up again April 2022 to February 2023. Compared to the same period in the previous year, there was an increase of £0.9bn with a total of £6.4bn being received. This serves as a timely reminder of the ISA Deadline for clients who wish to deposit new or additional funds with Fundamental Asset Management’s AIM IHT portfolio service.

ISA DEADLINE DATES

Existing clients: 5th April.
New clients: 3rd April at the latest (assuming all information needed has been provided).

With HMRC IHT receipts up again, don’t miss out on this year’s ISA allowance. Whole or part of existing ISAs can be transferred (subject to the existing ISA manager) to potentially reduce IHT further.

Our last webinar AIM ISAs here.

To find out more about the benefits of AIM, please speak to our Business Development Manager, Jonathan Bramall, via email [email protected] or phone 01923 713 894.