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The Professional Investor Podcast

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.


broadcast

The Professional Investor Podcast

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.


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Why a Bed and ISA transfer to Fundamental could be just the ticket

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.



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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


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Inheritance Tax – another record smashed

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.



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The Fundamental Asset Podcast – Episode 5

In this fifth episode of The Fundamental Asset Podcast, Chris Boxall, co-founder of Fundamental Asset Management, covers news from the stock market. He also discusses where your pension money is going, starting with proposals by Jeremy Hunt in his Mansion House speech and what it might mean for AIM companies.

Other key topics discussed:

– New company listings in 2023.
– What potential impact will Mansion House proposals have on AIM shares
– Why are more companies going private than ever before
– Would tax breaks be a better option

You can also 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.

Webinar: Will AIM soar in ‘24?

Join Fundamental Asset Management’s Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 17th January 2024 at 3pm as they 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


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AIM review of 2023 and thoughts for 2024

In this video interview to close the year Chris Boxall, co-founder of specialist investment manager Fundamental Asset Management, discusses the performance of the AIM market in 2023 and some of the key events in a difficult year for AIM and smaller quoted companies in general. Chris also considers what might be in store for 2024.

You can watch the interview by clicking the image above.

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.

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.