broadcast

PODCAST: What does the Budget mean for AIM and IHT planning?

PODCAST: Listen to Fundamental Asset Management’s Chris Boxall, Stephen Drabwell and Jonathan Bramall as they explore “What does the Budget mean for AIM and IHT planning?”. They answer questions sent to them on the topic of the Budget and its impact on Inheritance Tax Planning and AIM.

You can hear the podcast by clicking the image below. Lower down this page are the timings for when various questions are asked.

TIMESTAMPS:
00:00 – Intro
01:06 – Headline Changes & News
03:07 – Q1 Million £ limit on BR 50% reduction?
03:49 – Q2 Replacement provisions
04:56 – Q3 Will fund holders lose existing banked time by moving to “pure” BR plans?
05:51 – Q4 When do changes start? Is there a list of qualifying shares? Change to Income Tax and Capital Gains Tax on dividends?
08:22 – Q5 Holding AIM portfolio in SIPP
10:05 – Q6 Investment in forestry
11:10 – Q7 Will there be any retrospective action taken?
12:07 – Q8 Advisers facing ‘Ambulance chasers’?
15:28 – Q9 Estate liable for CGT then Income Tax?
16:23 – Q10 Gifting to Children & Grandchildren
18:35 – Q11 Where do you believe future interest will come from?
21:31 – Q12 Does it make sense to still hold AIM shares?
23:44 – Q13 Will changes encourage companies to jump from AIM?
24:55 – Q14 Do you think AIM market will deteriorate?
25:44 – Q15 Should companies advise if they are eligible for IHT relief?
26:32 – Q16 Can you estimate proportion of IHT AIM investments?
29:26 – Q17 Practical steps from all parties to stimulate AIM?
31:44 – Q18 Unfair that tax changes will affect retrospective investments
34:53 – Q19 Are we thinking of providing other IHT relief investments products?
36:53 – Q20 Where do long term investors in AIM to get full IHT relief?
37:58 – Summary & Closing comments

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.


broadcast

The Fundamental Asset Podcast – Episode 6

    • In episode 6 of The Fundamental Asset Podcast, Chris Boxall, co-founder of Fundamental Asset Management and the Director of the Institute for Fiscal Studies, Paul Johnson, discuss the true cost of running Britain.

      Paul and Chris explore taxes, pensions including auto-enrollment, the ageing population, and the future of the state pension.

      Paul is perhaps one the UK’s best-known economists, a regular on BBC Radio 4, and writes a column for the Times Newspaper. He is also a published author with a Times bestseller Follow the Money, How Much Does Britain Cost.

      Key topics discussed:

      • Are we receiving good value for our taxes?
      • Will our taxes keep on rising?
      • Should we just tax the rich?
      • Is growth the answer, or raising taxes?
      • How much does the state pension cost?
      • Does auto-enrollment solve the problem of funding one’s retirement?
      • Does the risk measurement process need an overhaul?

      Listen to the podcast by clicking the play button at the top of this page or from the link here (Note: this links you to the Fund Your Retirement site).

      Fundamental Asset Management’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.

      Webinar: “AIM TO SOAR IN ’24?”

      Fundamental’s Co-Founders Chris Boxall & Stephen Drabwell look at the topic “AIM to soar in ’24?”. The webinar is CPD eligible.

      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