Fundamentals News & Insights

AIM

AIM market sell-off – what we are doing

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

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Volatility brings Opportunity to AIM IHT planning investors

Growth stocks sell-off presents buying opportunity Equities in general continue to be weak and volatile as investors weighed mostly positive US earnings reports against the threat of rising interest rates. Last week, the BoE’s monetary policy committee voted to increase the base interest rate by 25 basis points to 0.5%.

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Inheritance Tax receipts are rising – there is a simple solution

Tax savings and enhanced investment returns Figures released by HMRC in 2021 showed that Inheritance Tax (‘IHT’) receipts reached £4.1 billion between April and November 2021, around £600 million more than the same period in 2020 – that’s tax being paid on wealth, that has already been taxed before! Following

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Fundamental Asset Management in The Telegraph

Only half IPOs on AIM in 2021 above their listing price 2021 is proving to be the first year since 2014 that Initial public Offerings (‘IPOs’) on London’s AIM market have exceeded cancellations, although our research, which was picked up by The Telegraph’s Questor column, indicates that it’s proved hard

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Did you know? AIM shares can be held in ISA and on platform…

With tax allowances frozen by The Chancellor at the last Spring Statement and rising inflation there has been an increase in the number of people finding themselves with an inheritance tax issue. This is also affecting financial advisers who are spending more of their time helping clients with their Inheritance

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AIM- a market full of opportunity

At the end of September 2021 there were 835 companies on AIM, with the total market value of London’s growth market £149 billion. This compares to 836 companies at the end of August 2021, when AIM’s market value was also £152 billion. September also saw a reduction in the number

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Investors flock to AIM for Inheritance Tax planning

According to The Openwork Partnership, one of the UK’s largest networks of financial advisers, there was a 38% spike in demand for advice on Inheritance Tax (IHT) planning in the past year, with more than one in ten clients wanting to discuss it. This demand is set to increase significantly

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