PODCAST: BUDGET 2025 What Does It Mean for Investors? The dust is starting to settle on Budget 2025, but what does it really mean for UK investors? In this episode of the Professional Investor Podcast with Fundamental Asset Management, Jonathan Bramall is joined by Chris Boxall, co-founder of Fundamental, to
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,
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?”
If you are wondering how the results of the General Election will impact small caps, watch Fundamental Asset Management’s webinar on Tuesday 16th July at 3pm “False start or are small caps up and running?” Fundamental’s Chris Boxall, Stephen Drabwell and Jonathan Bramall will review the impact of the General Election result. They will also…
With ISA season 2024 upon us and people looking to do more with their money; a “Bed and ISA” could be just the ticket. We look at what it is and how it can help with Inheritance Tax (IHT) Planning. A Bed and ISA transfer is a process in which a client moves their non-ISA…
ANOTHER RECORD The latest data on tax receipts from HMRC shows that Inheritance Tax (IHT) receipts for April 2023 to December 2023 of £5.7 billion were £0.4 billion higher than in the same period a year earlier. The 7.5% increase means the Treasury is on course to take record receipts of about £7.6 billion from IHT…
Despite many articles in the press in the run-up to today’s Autumn Statement, Inheritance Tax (IHT) was neither scrapped nor were thresholds changed. With figures this week showing that the Treasury is on course to secure a record IHT take this year; if you want to save your family money on IHT when you pass…
The latest data released by HMRC shows receipts for Inheritance Tax (IHT) has gone up while Stamp Duty receipts have declined. For the period of April 2023 to September 2023, IHT receipts have surged to £3.9 billion, marking a £400 million increase from the same period last year. This rise can be attributed to the…
