In a world of lowering interest rates and uncertain markets, finding reliable income can feel like searching for a needle in a haystack. But what if we told you that a 7% income yield is not only possible—but already on course? At Fundamental Asset Management, our UK Dividend Income Portfolio is designed for investors seeking consistent,
The UK economy is faltering — the government must act now A Sharp Wake-Up Call After a promising start to the year, the UK economy has hit a troubling bump. April saw a sharper-than-expected contraction in GDP, with the economy shrinking by 0.3%. This downturn follows the previous month where
Last week saw lots of good news for AIM Last week saw lots of good news for our AIM companies, highlighting the compelling value on offer. As investors wake up to this, share values in the right companies are likely to rise. Here are some notable updates from our AIM
INHERITANCE TAX HITS NEW ANNUAL RECORD Inheritance Tax receipts from April 2024 to February 2025 have reached £7.6 billion. This amount is £0.8 billion higher than the same period last year. Last year’s total of £7.5 billion was previously the record. The latest data concerning tax receipts has been published
Will Pensions Be the Saviour of AIM? The AIM All-Share Index experienced another challenging year in 2024, falling by 5.7% (you can listen to our webinar about it here). However, recent proposals in the Autumn Budget could potentially turn the tide for the London Stock Exchange’s junior market. The Treasury’s proposal to extend Inheritance Tax
We had a large number of questions through regarding the The Budget, IHT and AIM. 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?”
On the back of the first Labour Government Budget for 14 years Fundamental Asset Management have put together an initial response relating to AIM investments. From April 2026, AIM Shares will only benefit from 50% relief as opposed to 100% relief currently. This means AIM shares will be taxed at an effective 20% Inheritance Tax…
REPORT: In case you missed it, we thought you might be interested in a recent report commissioned by the London Stock Exchange that looked at the economic impact of AIM. Amongst other findings, the report found that in 2023, AIM companies contributed £35.7 billion gross value added to UK GDP. These findings highlight the potential…
CEO of the London Stock Exchange, Dame Julia Hoggett, has spoken to the Treasury in favour of AIM and why Business Relief has become an important source of “capital for AIM companies”. Sky News reported that Dame Julia told the Treasury what immense value AIM brings to this country and why Business Relief should continue….
With the Bank of England cutting their base rate for the first time in over 4 years; how does a Bank of England base rate cut help small caps? 1. Lower Borrowing Costs: When the base rate is cut, it generally leads to lower interest rates on borrowing. This makes it cheaper for small-cap companies…
