Fundamental Asset Management

An independent, owner managed investment management firm delivering outstanding investment growth for high net-worth individuals since 2004

[Fundamental Asset Management @Fundasset]

How does a Bank of England base rate cut help small caps? https://t.co/PMlZuvoAkJ

[Fundamental Asset Management @Fundasset]

Today's released Inheritance Tax receipts from HMRC and signs of life of the AIM market rising from the dead see families reviewing their options.

[Fundamental Asset Management @Fundasset]

WEBINAR: Join Fundamental Asset Management on Wednesday at 3pm as they review the first quarter of 2024 and look at what happened to AIM. The webinar is CPD eligible. Pre-registering will also mean you can view it on demand.

https://t.co/O9vQNylz62

[Fundamental Asset Management @Fundasset]

https://t.co/lWValeuuBF…

ISA ACCOUNT DEADLINE FOR FUNDAMENTAL ASSET MANAGEMENT Existing clients: 5th April.
#stockmarket #stocks #aim #inheritancetax #IHT #AIMforIHT #shorts

[Fundamental Asset Management @Fundasset]

VIDEO: "How Do You Use AIM For Inheritance Tax Planning?"
WEBINAR LINK: https://t.co/kBC4lRRlhI
#webinar #inheritanceta... https://t.co/6EGK9ZfPGw via @YouTube

[Fundamental Asset Management @Fundasset]

Free webinar: "How Do You Use AIM For Inheritance Tax Planning?"

The webinar is CPD eligible.

Pre-registering will also mean you can view it on demand.

https://t.co/kBC4lRRlhI

[Fundamental Asset Management @Fundasset]

001 -The Budget: a non-event & changes needed https://t.co/zsTkHFq23l via @YouTube

[Fundamental Asset Management @Fundasset]

Chris Boxall co-founder of Fundamental Asset Management quoted in the Financial Times calling for changes to the London Stock Exchange. https://t.co/A6AyZXQaO7

[Fundamental Asset Management @Fundasset]

The market had few places to hide in 2023. https://t.co/v6wd9tsGit via @YouTube
#AIM #AIM_to_soar_in_24. #IHT #AIMforIHT #stocks #webinar #stockmarket #shorts #ftse #inheritancetax

[Fundamental Asset Management @Fundasset]

To view tomorrow's free webinar click on the link: https://t.co/vFPTbpzJqO… Join
@Fundasset
Co-Founders on Wed 17th Jan 2024 at 3pm as they look at the topic "AIM to soar in '24?". The webinar is CPD eligible. #stockmarket #stocks #aim #inheritancetax #IHT #AIMforIHT #shorts

[Fundamental Asset Management @Fundasset]

@MartinSLewis Good guide but don't forget Business Relief to reduce IHT. E.g. buy shares in certain eligible companies & you could pass these on IHT free provided that the shares are:
• Held for 2 years or more
• Still held at death; &
• ln a company that still qualifies for BR upon death.

[Fundamental Asset Management @Fundasset]

To view free webinar click on the link: https://t.co/hR0ES68F0j Join @Fundasset Co-Founders on Wed 17th Jan 2024 at 3pm as they look at the topic "AIM to soar in '24?". The webinar is CPD eligible. #stockmarket #stocks #aim #inheritancetax #IHT #AIMforIHT #shorts

[Fundamental Asset Management @Fundasset]

The Fundamental Asset Podcast - Episode 5
In this fifth episode of The Fundamental Asset Podcast, Chris Boxall, discusses proposals by Jeremy Hunt in his Mansion House speech and what it might mean for AIM companies #investing #AIM #inheritancetax
https://t.co/vP6Uph4jOs

[Martin Lewis @MartinSLewis]

Inheritance tax: will you pay it? A quick myth-buster to explain how the much confused tax really works, who’s likely to pay, and who isn’t…

[Fundamental Asset Management @Fundasset]

WEBINAR: Join @Fundasset's Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 17th January 2024 at 3pm as they look at the topic "AIM to soar in '24?". The webinar is FREE and CPD eligible. #AIM #InheritanceTax #StockMarket #stocks #FTSE

https://t.co/hR0ES68F0j

[Fundamental Asset Management @Fundasset]

Here we go 2024. Let's go!

[Fundamental Asset Management @Fundasset]

Yesterday, the Daily Telegraph stated Inheritance Tax was to be scrapped. Today the Daily Mail states the Chancellor plans to reduce Inheritance Tax instead of scrapping it. Come the Budget, do not be surprised if it remains as it is. #IHT #AIMforIHT
https://t.co/dZgdiHXjnj

[Fundamental Asset Management @Fundasset]

Its Groundhog Day...again! The Telegraph has a front page today claiming that "No 10 plans to end IHT". As we saw earlier in the year; this headline does not guarantee it will happen. Read more here:
https://t.co/g7vZytIT5a #InheritanceTax #AIMforIHT #IHTplanning

[Fundamental Asset Management @Fundasset]

@ElementaryValue Thank you David @ElementaryValue . Merry Christmas and all the best for 2024!

[Fundamental Asset Management @Fundasset]

Merry Christmas & a Happy New Year from the team at Fundamental Asset Management

VIDEO: https://t.co/CFQfJAWieW