This year has seen record levels of investment into sustainable and responsible investment. The same can be said for the year previous and the year before that. ESG investing is an undeniable and perpetual growth story which is not slowing down and is expected to be a significant part of financial advice in the future.
But what about ESG & AIM? How does AIM perform against ESG principles and what opportunities in ESG does AIM have to offer?
Join myself and our cofounder and co-managing director Chris Boxall where we will be discussing this in more detail.
Inheritance tax is the most hated tax in the UK and clients are looking for you to help them reduce or eliminate it altogether. But this is not the only challenge. Clients are also looking for a return on their investment.
So, what is the answer?
AIM is one of the most successful growth markets in the world and an AIM IHT portfolio can qualify for 100% IHT exemption.
Want to hear more?
Join me and our co-founders Stephen and Chris to hear everything you need to know about investing in AIM for Inheritance Tax.
Delivering outstanding investment growth since 2004
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 the AIM market and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 15 years.