Presented by
Stephen Drabwell, Chris Boxall & Jonathan Bramall from Fundamental Asset Management
AIM ISAs are they worth it?
About this talk
WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 8th March at 3pm as they look at AIM ISAs and their pros and cons during ISA season. The webinar is CPD eligible.
TOPICS TO INCLUDE:
- AIM performance so far in 2023
- Additional Permitted Subscription (APS)
- How to use an ISA for Inheritance Tax planning
- Are AIM ISAs worth it?
- Collective Investment Schemes (Open or Closed Ended Funds) vs Direct Equity Portfolios
- Could now be the time for a bed and ISA transfer?
- Audience questions
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Founded in 2004, Fundamental Asset Management is an independent, owner managed investment management firm delivering outstanding investment growth for high net-worth individuals by creating bespoke direct equity portfolios tailored to a client's needs.
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 20 years.