The Professional Investor is a podcast series which goes inside the mind of a UK based professional investor. It explores; the secrets of asset management, gives the inside scoop on the latest developments from the front line of the investment industry as well as analysis and opinion on what is going on in the economy.
In Episode 2 of The Professional Investor Podcast; Chris Boxall will explore how a professional investor constructs an investment portfolio. Chris is co-founder and portfolio manager at Fundamental Asset Management.
Chris will talk about:
Links & Resources:
Fundamental Asset Management on LinkedIn
Follow Fundamental Asset on Twitter
Fundamental education webinars
Disclaimer: This podcast, all opinions and information are for educational purposes only and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
FURTHER INFORMATION
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.
You can find out more about AIM ISAs here: ‘AIM ISA Explained’.
Fundamental now offers its standard AIM IHT Growth Portfolio, as well as its newer AIM IHT Income Portfolio service.
All portfolios are managed by the same team of managers and researchers that have delivered exceptional returns since the firm’s founding in 2004.
You can find out more from the link here or by contacting [email protected] or calling 01923 713894.
The Professional Investor is a podcast series which goes inside the mind of a UK based professional investor. It explores; the secrets of asset management, gives the inside scoop on the latest developments from the front line of the investment industry as well as analysis and opinion on what is going on in the economy.
In Episode 2 of The Professional Investor Podcast; Chris Boxall will explore how a professional investor constructs an investment portfolio. Chris is co-founder and portfolio manager at Fundamental Asset Management.
Chris will talk about:
Links & Resources:
Fundamental Asset Management on LinkedIn
Follow Fundamental Asset on Twitter
Fundamental education webinars
Disclaimer: This podcast, all opinions and information are for educational purposes only and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
FURTHER INFORMATION
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.
You can find out more about AIM ISAs here: ‘AIM ISA Explained’.
Fundamental now offers its standard AIM IHT Growth Portfolio, as well as its newer AIM IHT Income Portfolio service.
All portfolios are managed by the same team of managers and researchers that have delivered exceptional returns since the firm’s founding in 2004.
You can find out more from the link here or by contacting [email protected] or calling 01923 713894.
The Professional Investor is a new podcast series which goes inside the mind of a UK based professional investor. It explores; the secrets of asset management, gives the inside scoop on the latest developments from the front line of the investment industry as well as analysis and opinion on what is going on in the economy.
For Episode 1 of The Professional Investor Podcast; the professional investor is Chris Boxall. Chris is co-founder and portfolio manager at Fundamental Asset Management.
Chris gives his opinion on the Budget and explains some of the changes he would like to see at the London Stock Exchange.
Chris has 25 years as a professional investor under his belt having worked in New York as well as the UK. Back in 2004, Chris and his colleague Stephen Drabwell brought an American approach to investing over to the UK when they founded Fundamental Asset Management. The firm as well as managing general portfolios, has a focus on smaller companies on AIM including running a specialist AIM for Inheritance Tax Portfolio Service. Chris is the long term editor of the popular research site Investor’s Champion.
Webinar: “How Do You Use AIM For Inheritance Tax Planning?”
Previous Fundamental education webinars
Follow Fundamental Asset on Twitter
Fundamental Asset Management on LinkedIn
Disclaimer: This podcast, all opinions and information are for educational purposes only and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
FURTHER INFORMATION
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.
You can find out more about AIM ISAs here: ‘AIM ISA Explained’.
Fundamental now offers its standard AIM IHT Growth Portfolio, as well as its newer AIM IHT Income Portfolio service.
All portfolios are managed by the same team of managers and researchers that have delivered exceptional returns since the firm’s founding in 2004.
You can find out more from the link here or by contacting [email protected] or calling 01923 713894.
The Professional Investor is a podcast series which goes inside the mind of a UK based professional investor. It explores; the secrets of asset management, gives the inside scoop on the latest developments from the front line of the investment industry as well as analysis and opinion on what is going on in the economy.
For Episode 1 of The Professional Investor Podcast; the professional investor is Chris Boxall. Chris is co-founder and portfolio manager at Fundamental Asset Management.
Chris gives his opinion on the Budget and explains some of the changes he would like to see at the London Stock Exchange.
Chris has 25 years as a professional investor under his belt having worked in New York as well as the UK. Back in 2004, Chris and his colleague Stephen Drabwell brought an American approach to investing over to the UK when they founded Fundamental Asset Management. The firm as well as managing general portfolios, has a focus on smaller companies on AIM including running a specialist AIM for Inheritance Tax Portfolio Service. Chris is the long term editor of the popular research site Investor’s Champion.
Webinar: “How Do You Use AIM For Inheritance Tax Planning?”
Previous Fundamental education webinars
Follow Fundamental Asset on Twitter
Fundamental Asset Management on LinkedIn
Disclaimer: This podcast, all opinions and information are for educational purposes only and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
FURTHER INFORMATION
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.
You can find out more about AIM ISAs here: ‘AIM ISA Explained’.
Fundamental now offers its standard AIM IHT Growth Portfolio, as well as its newer AIM IHT Income Portfolio service.
All portfolios are managed by the same team of managers and researchers that have delivered exceptional returns since the firm’s founding in 2004.
You can find out more from the link here or by contacting [email protected] or calling 01923 713894.
ANOTHER RECORD
The latest data on tax receipts from HMRC shows that Inheritance Tax (IHT) receipts for April 2023 to December 2023 of £5.7 billion were £0.4 billion higher than in the same period a year earlier.
The 7.5% increase means the Treasury is on course to take record receipts of about £7.6 billion from IHT in the 2023/24 tax year, after surging to an all-time high of £7.1bn in 2022/23 – a £1 billion increase on 2021/22. This all results in more and more families are having to pay IHT.
Higher receipts since March 2022 are due to a combination of higher volumes of wealth transfers following recent IHT-liable deaths, recent rises in asset values, and the UK government’s decision to maintain IHT tax free thresholds at their 2020 to 2021 levels, up to and including 2027 to 2028.
A proven, effective and straightforward tax planning method to help mitigate Inheritance Tax is by investing in the shares of qualifying companies listed on AIM, which benefit from Business Relief (‘BR’). What this means is if you buy and hold shares in such companies, you could potentially pass on those shares IHT free provided that:
• the shares are held for at least two years and are still held on death
• the company still qualifies for BR at the time of the investor’s death
You could buy as few or as many shares as you wish. There is no upper limit or allowance. Provided the above conditions are met, the whole value of the investment – be it £10,000 or £10 million – should attract 100% IHT relief.
WATCH OUR WEBINAR “AIM TO SOAR IN 24?”
Our latest webinar reviews 2023 and asks is “AIM to soar in ’24?” Watch it here.
FURTHER INFORMATION
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.
You can find out more about AIM ISAs here: ‘AIM ISA Explained’.
Fundamental now offers its standard AIM IHT Growth Portfolio, as well as its newer AIM IHT Income Portfolio service.
All portfolios are managed by the same team of managers and researchers that have delivered exceptional returns since the firm’s founding in 2004.
You can find out more from the link here or by contacting [email protected] or calling 01923 713894.
In this video interview Chris Boxall, co-founder of specialist investment manager Fundamental Asset Management, discusses AIM’s challenges in 2023 and suggests what prospective investors should be looking for in the current environment and also what they should expect, when investing in AIM and smaller quoted companies.
You can watch the interview by clicking the image above.
Companies discussed include AB Dynamics, CVS Group, Jet2 and RWS Holdings.
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 newer AIM IHT Income Portfolio service.
All portfolios are managed by the same team of managers and researchers that have delivered exceptional returns since the firm’s founding in 2004.
You can find out more from the link here or by contacting [email protected] or calling 01923 713894.
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
