Using AIM IHT - Do's, Don’ts & Maybes

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Presented by

Fundamental's Stephen Drabwell, Chris Boxall, Jonathan Bramall plus special guest Town Close's Jeremy Askew

About this talk

WEBINAR: Join Fundamental Asset Management: Co-Founders Chris Boxall & Stephen Drabwell and special guest Town Close Financial Planning: Managing Director Jeremy Askew on Wednesday 14th June at 3pm as they look at using AIM for Inheritance Tax planning; advantages, disadvantages, alternatives and costs. They will also cover the new Consumer Duty. The webinar title is Using AIM IHT - Do's, Don’ts & Maybes. The webinar is CPD eligible. TOPICS TO INCLUDE - AIM performance so far in 2023 - Main developments - Why use AIM for IHT? - Advantages of using AIM - Disadvantages - How much does it cost: - To use FAM – advised – non-advised - To use a Trust - To use a Fund - Consumer Duty – fair value - When using AIM for IHT - what to consider - Why AIM may be suitable - Why AIM may not be suitable - Audience Q&A
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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.