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.

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.

If you are wondering how the results of the General Election will impact small caps, watch Fundamental Asset Management’s webinar on Tuesday 16th July at 3pm “False start or are small caps up and running?”

Fundamental’s Chris Boxall, Stephen Drabwell and Jonathan Bramall will review the impact of the General Election result. They will also look at whether small caps have had a false start or if they are now up and running?

Your seat can be reserved for the webinar “False start or are small caps up and running?” by clicking here. This will also allow you to watch the webinar on demand after the event.

The webinar is CPD eligible.

Pre-registering will also mean you can view it on demand.

Please submit any questions you would like to be covered via email [email protected]

FIND OUT MORE
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.

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.

Key topics:
• The Budget
• The London Stock Exchange
• The Financial Times coverage of Chris’ recommendations

Webinar: “How Do You Use AIM For Inheritance Tax Planning?”

Previous Fundamental education webinars

Follow Fundamental Asset on Twitter

Chris Boxall on LinkedIn

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.

Key topics:
• The Budget
• The London Stock Exchange
• The Financial Times coverage of Chris’ recommendations

Webinar: “How Do You Use AIM For Inheritance Tax Planning?”

Previous Fundamental education webinars

Follow Fundamental Asset on Twitter

Chris Boxall on LinkedIn

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.

With ISA season 2024 upon us and people looking to do more with their money; a “Bed and ISA” could be just the ticket. We look at what it is and how it can help with Inheritance Tax (IHT) Planning.

A Bed and ISA transfer is a process in which a client moves their non-ISA investments into an ISA. The term “Bed” refers to the process of selling the investments and then using the proceeds from the sale to purchase equivalent investments within the ISA. This transfer enables clients to take advantage of the tax benefits provided by an ISA, such as tax-free income and capital gains. On top of this; when using a service such as Fundamental Asset Management’s AIM IHT portfolio service, the ISA can also be used to reduce IHT.

Fundamental Asset Management’s AIM IHT portfolio service is designed to deliver 100% IHT relief on the investment by purchasing Business Relief qualifying AIM shares on behalf of a client. For the client’s investment to qualify, the following is necessary:

1) qualifying shares must be held for at least two years and still be held on death;
and
2) the company must still qualify for Business Relief at the time of the investor’s death

Another advantage of a Bed and ISA transfer is that it can help investors simplify their investment portfolio. By consolidating their investments within an ISA, investors can reduce the number of accounts they need to manage and keep track of. This can save time and effort and make it easier to monitor the performance of their investments.

Overall, a Bed and ISA can be a useful tool for clients who want to take advantage of the tax benefits offered by an ISA while combining this with investing through an AIM IHT portfolio service, has additional IHT planning benefits.

ISA ACCOUNT DEADLINE FOR FUNDAMENTAL

Existing clients: 5th April.
New clients: 2nd April at the latest (assuming all information needed has been provided).

We spoke about Bed and ISA transfers in a past webinar which can be watched 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.

• 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