The benefits of Direct Equity Investment and AIM Quarterly Update

Presented by

Chris Boxall, Derek McLay

About this talk

Investing via Collective Investment Schemes has become the norm for the majority of UK retail investors, particularly when looking for exposure to UK smaller companies. But are they all that they seem and are they the only choice? Models of directly held equities are often overlooked, but investors could be missing out on the added value direct equity investment brings. Those investing in AIM companies for Inheritance Tax planning purposes are obliged to hold direct investment in the underlying equity. This has seen AIM portfolios deliver very strong performance to clients not to mention attractive Inheritance Tax planning benefits. We will also be giving our quarterly update on AIM. How is the market holding up? Where do we see its future going into Q4? Join me and our co-founder Chris Boxall to hear more… Derek Mclay

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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.