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.