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.
