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 for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 15 years.

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Latest Video - Fundamental IG High Yield AIM Portfolio Update April 2019

Average dividend yield over 6%

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In our blog

Office of Tax Simplification Inheritance Tax Review – second report: what does it really mean for AIM?

8 July 2019

The Office of Tax Simplification (‘OTS’) published its long-awaited review on reforming Inheritance Tax. A first report released in November 2018 dealt with the administration of estates while the latest report focuses on how Inheritance Tax could be made “easier to understand and more intuitive and simpler to operate”. The stand-out headlines in the latest report… Read more

Jeremy Corbyn’s ‘Land for the Many’ and Inheritance Tax relief on AIM shares

21 June 2019

An independent report commissioned by the Labour party entitled ‘Land for the Many’ proposes, among other interesting suggestions, to replace the current system of Inheritance Tax with a “lifetime gifts tax” levied on the recipient of the gifts. The proposals give rise to obvious fears that children will be taxed for financial assistance given to… Read more

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