The Key Criteria In the ninth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at the Fundamental Asset Management investment approach. The Fundamental Asset Management investment approach is best described as, stock specific and growth focused, with a value
Fundamental Asset Management Investment Team In the eighth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at the Fundamental Asset Management Investment Team. Since 2004, Fundamental Asset Management portfolios have been managed by our two founders Chris Boxall and Stephen
Expertise in AIM for IHT planning In the seventh of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at reasons to invest with Fundamental Asset Management. If you or your client already invests with us, we hope you
Approach for one of AIM’s large companies highlights the appeal of London’s junior market The recent stock market sell-off has resulted in several private equity groups taking a close interest in AIM quoted companies. We aren’t surprised given the quality on offer from AIM’s proven performers, nearly all of which
HMRC took a record amount of Inheritance Tax in April In the fifth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at: How to use AIM to stop HMRC taking money from your family. Figures released yesterday by
How can you use it to invest get IHT relief? In the fourth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at: the Fundamental AIM Inheritance Tax ISA Portfolio. Inheritance Tax planning is not only for those with high
How much will it cost you and yours? In the third of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at: the perils of exit fees & support for a client’s estate. Perils of exit fees When someone decides
How can an ISA be used to reduce Inheritance Tax? In the second of our new series about going back to the basics of investing in AIM shares for IHT planning purposes, we look at: How to use an AIM ISA to reduce Inheritance Tax. Are ISAs Inheritance Tax free? ISAs per se
Don’t pander to Mr Market The week is closing with another big stock market sell-off and, as is once again the case, the shares of smaller companies, particularly those on AIM, are having a tougher time than the blue chips. Russia’s diabolical invasion of Ukraine has further destabilised a fragile
“Buy to the sound of cannons, sell to the sound of trumpets.” Attributed to Nathan Mayer Rothschild during the Napoleonic wars, it’s pertinent to consider the above statement at the current time as Russia invades Ukraine and stock markets plunge – at the time of writing the UK stock market
