Supporting advisers – supporting their clients No initial fee for advised clients who invest Direct To further support advisers, from Monday 27th June, advised clients who directly invest in Fundamental Asset Management’s AIM IHT Portfolio Service will no longer be charged an initial fee. The scrapping of any initial fee is part of our
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
Calendar questions around Inheritance Tax In the sixth 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 long do you need to hold a qualifying stock for it to receive IHT relief? We recently ran a
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
