Share Recent research has provided compelling evidence that within each tax year, early ISA (Individual Savings Account) investors significantly outperform those who invest in their ISA later in the tax year. THE POWER OF DAY ONE INVESTMENTS New data is clear; early investments in ISAs significantly outperform according to recent research from Hargreaves Lansdown. The research looked at a decade of investing clearly showed, individuals who maximised their ISA allowance on the first day of the tax year every year have seen their investments soar to a superb £360,500. PROCRASTINATION COSTS RETUR ..read more

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Share The Professional Investor is a podcast series which goes inside the mind of a UK based professional investor. It explores; the secrets of asset management, gives the inside scoop on the latest developments from the front line of the investment industry as well as analysis and opinion on what is going on in the economy. In Episode 2 of The Professional Investor Podcast; Chris Boxall will explore how a professional investor constructs an investment portfolio. Chris is co-founder and portfolio manager at Fundamental Asset Management. Chris will talk about: • His strategic investment approa ..read more

Share The Professional Investor is a new podcast series which goes inside the mind of a UK based professional investor. It explores; the secrets of asset management, gives the inside scoop on the latest developments from the front line of the investment industry as well as analysis and opinion on what is going on in the economy. For Episode 1 of The Professional Investor Podcast; the professional investor is Chris Boxall. Chris is co-founder and portfolio manager at Fundamental Asset Management. Chris gives his opinion on the Budget and explains some of the changes he would like to see at the ..read more

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Share ANOTHER RECORD The latest data on tax receipts from HMRC shows that Inheritance Tax (IHT) receipts for April 2023 to December 2023 of £5.7 billion were £0.4 billion higher than in the same period a year earlier. The 7.5% increase means the Treasury is on course to take record receipts of about £7.6 billion from IHT in the 2023/24 tax year, after surging to an all-time high of £7.1bn in 2022/23 – a £1 billion increase on 2021/22. This all results in more and more families are having to pay IHT. Higher receipts since March 2022 are due to a combination of higher volumes of wealth tran ..read more

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Share Despite many articles in the press in the run-up to today’s Autumn Statement, Inheritance Tax (IHT) was neither scrapped nor were thresholds changed. With figures this week showing that the Treasury is on course to secure a record IHT take this year; if you want to save your family money on IHT when you pass away, you can use Business Relief by investing in qualifying AIM stocks. What this means is if you buy and hold shares in such companies, you could potentially pass on those shares IHT free provided that: • the shares are held for at least two years and are still held on death • the ..read more

Share The latest data released by HMRC shows receipts for Inheritance Tax (IHT) has gone up while Stamp Duty receipts have declined. For the period of April 2023 to September 2023, IHT receipts have surged to £3.9 billion, marking a £400 million increase from the same period last year. This rise can be attributed to the freezing of tax thresholds over the years, dragging more families into the IHT bracket. The requirement to pay IHT within six months after a person’s death poses a challenge, especially when the primary asset, such as a house, needs to be sold to cover the tax liability. Delays ..read more

Share HMRC today announced Inheritance Tax (IHT) receipts are £300 million higher than the same period a year earlier, totaling £3.2 billion. With the government freezing IHT thresholds until at least April 2028, this trend looks set to continue. Commenting on the HMRC figures, Fundamental Asset Management’s Chris Boxall said: “HMRC has once again announced a record increase in Inheritance Tax receipts. With few other solutions available, investing in Business Relief qualifying companies remains popular with advisers and investors to mitigate future Inheritance Tax. If shares in these companie ..read more