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The Truth about Risk in AIM

The Truth about Risk in AIM
Recorded Sep 30 2020 49 mins
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Presented by
Derek McLay, Chris Boxall
Presentation preview: The Truth about Risk in AIM

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  • How can AIM help your clients’ Inheritance Tax planning? Recorded: Sep 15 2021 42 mins
    Stephen Drabwell, Derek McLay
    In the last year, HMRC has accumulated record levels of Inheritance Tax revenue and there has been a significant growth in demand for Inheritance Tax planning advice.
    The Chancellor has frozen tax thresholds until 2026 and with a rise in inflation expected over the coming years IHT planning will become an even greater theme for clients and advisers.

    How can AIM help?
    AIM is one of the most successful growth markets in the world and an AIM IHT portfolio can qualify for 100% IHT exemption after two years. It can also sit within an ISA on platform and clients don’t lose control of their money.

    Want to hear more?
    Join myself and our co-founder Stephen Drabwell to hear how AIM can help with your clients’ Inheritance Tax planning.

    Derek McLay
  • Is AIM heading for a fall...or is its outperformance set to continue? Recorded: Jun 29 2021 47 mins
    Chris Boxall, Stephen Drabwell, Derek McLay
    AIM continues to outperform the UK main market and continues to attract exciting growth companies.

    But can it last?

    Are valuations too stretched? Is there a correction around the corner? Could the tax benefit rug be pulled from under its feet?

    Should you be concerned?

    Join the Fundamental Asset Team to hear if these questions and others have merit and how they could affect the AIM market.
  • Positive & Sustainable Growth in AIM for IHT. Unlocked! Recorded: Apr 28 2021 56 mins
    Chris Boxall, Derek McLay
    Investing in AIM for positive & sustainable growth. A gimmick or a product of the ever-evolving AIM market? Join us for our next webinar session where we will be answering this question, debunking the myths and highlighting the truth of any limitations.
    We'll also be taking the time to discuss our recent decision to broaden our investment mandate to introduce positive sustainable growth into our AIM IHT portfolio.
  • Are AIM tax reliefs at risk? Recorded: Mar 25 2021 42 mins
    Stephen Drabwell, Derek McLay
    The Chancellor of the Exchequer Rishi Sunak recently delivered his spring budget to set out the Government's plans for taxation and spending for the upcoming financial year. This contained several important measures aimed at restoring control of public finances gradually and to tackle the ongoing challenges brought about by the coronavirus pandemic.

    Mr Sunak showed clear support for small businesses. But what about AIM and the tax reliefs afforded to the London Stock Exchange’s marketplace for young, innovative growth companies?

    Join us where we will be discussing if AIM tax reliefs are at risk and the consequences if removed.
  • Just how valuable is AIM to the UK economy? Recorded: Feb 25 2021 49 mins
    Chris Boxall, Derek McLay
    Covid-19 has had an unprecedented impact on jobs, businesses and livelihoods. As the vaccination program rolls out, attention is beginning to shift towards rebuilding and getting the UK economy back on track.

    AIM is one of the most successful growth markets in the world and makes an undeniable contribution to the UK economy. It is a market for young, dynamic and innovative companies and provides a market-place for them to raise equity capital supporting their innovation, driving productivity and creating employment.

    Join myself and our cofounder and co-managing director Chris Boxall where we will be discussing just how valuable AIM is to the UK economy.
  • Another record-breaking year for AIM, but what for 2021? Recorded: Jan 26 2021 49 mins
    Chris Boxall, Derek McLay
    Last year was the year no one expected. With lockdown restrictions and Brexit uncertainty financial markets were thrown into turmoil. However, London’s AIM market ended the year at an all-time high significantly outperforming other UK main market indices and making it the envy of global growth markets.

    AIM was the market to be in during 2020. But what about 2021? Can AIM continue its success and what should we look out for in 2021?

    Join myself and our cofounder and co-managing director Chris Boxall where we will be discussing this in more detail.
  • AIM & ESG - do they mix? Recorded: Nov 24 2020 48 mins
    Derek McLay, Chris Boxall
    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.
  • How can AIM help you and your clients? Recorded: Oct 27 2020 37 mins
    Derek McLay, Stephen Drabwell
    How can AIM help you and your clients?
  • The Truth about Risk in AIM Recorded: Sep 30 2020 49 mins
    Derek McLay, Chris Boxall
    The Truth about Risk in AIM
  • All you need to know about investing in AIM for Inheritance Tax Recorded: Aug 25 2020 37 mins
    Derek McLay, Stephen Drabwell
    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.
  • Post-Covid opportunities in AIM you should be paying attention to.. Recorded: Jul 28 2020 48 mins
    Chris Boxall, Stephen Drabwell, Derek Mclay
    Post-Covid Opportunities in AIM: Webinar Discussion Session with Fundamental Asset Management.

    Covid-19 has caught the world by surprise and forced us to change the way we view the future. All of us are worried about what this could look like and nervous about what this means for us.
     
    Your clients feel the same way. And now more than ever do they need sound financial advice and guidance.

    But what now? Where is there opportunity and what does this look like?

    Join me and our cofounders Stephen Drabwell and Chris Boxall where we will be discussing this question and more.
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.

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  • Title: The Truth about Risk in AIM
  • Live at: Sep 30 2020 1:00 pm
  • Presented by: Derek McLay, Chris Boxall
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