HMRC today announced Inheritance Tax (IHT) receipts are £300 million higher than the same period a year earlier, totaling £3.2 billion.

With the government freezing IHT thresholds until at least April 2028, this trend looks set to continue.

Commenting on the HMRC figures, Fundamental Asset Management’s Chris Boxall said: “HMRC has once again announced a record increase in Inheritance Tax receipts. With few other solutions available, investing in Business Relief qualifying companies remains popular with advisers and investors to mitigate future Inheritance Tax. If shares in these companies are held for two years, and still held upon death, no Inheritance Tax is paid on the investment.

Many AIM companies meet the Inheritance Tax qualifying criteria and with the AIM market down substantially over the past 2 years and the valuations of many good quality AIM companies looking extremely attractive, it could be great time to invest and save future Inheritance Tax.”

Why does Private Equity love AIM?
The AIM market has had a challenging time over the last 2 years. However, while many investors have been steering clear of AIM, Private Equity has been taking advantage of the growing number of bargains, with yet another offer this week for an AIM company. On Tuesday 3rd October at 3pm, the founders of Fundamental Asset Management will be exploring the topic “What does Private Equity see in AIM?”. Your seat can be reserved by clicking here. This will also allow you to watch the webinar on demand after the event.

The webinar is CPD eligible.

You can find out more about AIM ISAs here: ‘AIM ISA Explained’.

FURTHER INFORMATION
If you or your clients would like to speak to one of our portfolio managers, please contact Business Development Manager, Jonathan Bramall at [email protected] or on 01923 713 894

In this fourth episode of The Fundamental Asset Podcast, Chris Boxall, co-founder of Fundamental Asset Management, covers wider investing concerns around UK PLC. He also considers what could be done to help the UK become more attractive for individual investors and more attractive for companies to list.

Other key topics discussed:

– Are UK shares cheap right now or is the UK one of the worst places to invest?
– What can investors and the UK government do to improve conditions?
– The changing nature of AIM over the last 10 years
– How to become a better analyst
– Solutions to encourage more companies to list.

You can listen to the podcast from the link here (Note: this links you to the Fund Your Retirement site)

Fundamental’s AIM IHT ISA and General portfolio is a discretionary investment management service where clients can obtain 100% mitigation from Inheritance Tax, benefit from the capital growth and income afforded by the AIM market and retain control of their assets.

Fundamental now offers its standard AIM IHT Growth Portfolio, as well as its new AIM IHT Income Portfolio service.

Webinar: What does Private Equity see in AIM?

Join Fundamental Asset Management Co-Founders Chris Boxall & Stephen Drabwell on Tuesday 3rd October at 3pm as they look at “What does Private Equity see in AIM?”. The webinar is CPD eligible.

Your seat can be reserved for “What does Private Equity see in AIM’ by going to the quick registration page here. This will also allow you to watch the webinar on demand after the event.

You can find out more about Fundamental Asset Management’s AIM portfolio service from the link here or by contacting [email protected] or calling 01923 713894