Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment. We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets.
We have an unrivalled knowledge of AIM (formerly the Alternative Investment Market) and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004. This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth.
We have an unrivalled knowledge of AIM (formerly the Alternative Investment Market) and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004. This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth.
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Fundamental Asset Management Limited is an independent, owner managed, AIM specialist focussing on tax efficient investing and growth. We have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004. We have an unrivalled knowledge of AIM, the London Stock Exchange's market for small and medium size growth companies.
One way investors could continue receiving the ISA benefits whilst they live and protect the assets from IHT when they die is to invest in certain AIM shares. Shares in companies that qualify for BPR (Business Property Relief) can normally be passed on free of IHT after two years, provided they're still held on death and the company still qualifies for the relief.
An AIM ISA portfolio or AIM IHT ISA portfolio, as the name suggests, is a portfolio of AIM shares listed on the FTSE AIM (Formerly known as Alternative Investment Market) that should benefit from IHT relief and is designed to be held in an ISA. The portfolio is built and managed by a professional manager and whilst you're invested any growth and income are tax free.
Each investor has a different attitude to risk. We listen to what you want to achieve and how you want to achieve it and then we use our expertise in discretionary portfolio management to tailor your portfolio accordingly. Typically, our portfolios consist of direct investment in equities quoted on the UK Main Market, AIM and international markets.
Welcome to our Adviser Centre which has been designed to support you and make your role as financial adviser a little easier. At Fundamental Asset we understand how important it is for you to have one place where you can come and find everything you need to manage and support your clients.
That is why we have created this dedicated area for you where you can find educational webinar and literature libraries, client case studies and detailed insights covering all you need to know to help your clients with their AIM Inheritance Tax portfolio planning.You can also build your own illustration and find details of your dedicated contact.
That is why we have created this dedicated area for you where you can find educational webinar and literature libraries, client case studies and detailed insights covering all you need to know to help your clients with their AIM Inheritance Tax portfolio planning.You can also build your own illustration and find details of your dedicated contact.
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