Independent firm with unrivalled knowledge

Fundamental Asset Management Limited is an independent, owner managed, investment management firm with an unrivalled knowledge of the AIM market.

It has successfully provided AIM Portfolio Management with Inheritance Tax planning to private investors, trusts and institutions for over 10 years.

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In our blog

Why we invested in Patisserie Holdings

12 October 2018

Patisserie Holdings (AIM:CAKE), is a UK branded café and casual dining group offering cakes, pastries, snacks, meals and hot and cold drinks from over 200 stores in the UK. It currently operates under five different brands – Patisserie Valerie, Druckers – Vienna Patisserie, Philpotts, Baker & Spice and Flour Power City. The largest and best-known… Read more

Inheritance Tax bill cut by 12%, or £710m, through investing in unlisted companies including AIM – record high

10 August 2018

A new report from national accountancy group UHY Hacker Young highlights the tax saving benefits of investing in AIM quoted companies – there are considerable investment benefits as well! According to UHY Hacker Young, HMRC forecasts show that the value of “Business Property Relief” is expected to rise 8% in 2017/18, from £655m in 2016/17. Taxpayers… Read more

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To contact Fundamental Asset Management email us or call +44 (0)1923 713 890

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