INHERITANCE TAXSOLUTIONS. Fundamental

Transcription

1 INHERITANCE TAXSOLUTIONS Fundamental

2 The Service: Performance focused Fundamental Asset Management Ltd (authorised and regulated by the Financial Conduct Authority) is a Founded in 2004 by Christopher Boxall and Stephen Drabwell, Fundamental Asset Management Ltd is 2

3 AIM focus Stanley Gibbons Stanley Gibbons Group Plc offer a community-based trading environment dealing in stamps, autographs, rare records and related memorabilia.

4 A taxing problem 4

5 AIM focus Pressure Technologies Pressure Technologies plc is the Special Cylinders ( CSC ) and manufactures and offers retesting and refurbishment services for a range of speciality high pressure, seamless steel gas cylinders for global energy and defence markets.

6 A simple solution 6

7 AIM focus James Halstead manufacturer on the world stage been manufacturing successfully products being installed across the globe. In 2006 the Company received recognition for ongoing achievement in International Trade through the Queen s Award for Enterprise.

8 of AIM 8

9 AIM focus Mulberry design company renowned worldwide for its craftsmanship and quality. The brand s backbone is an extensive line of luxury fashion bags for men and women that combine stylish, stand-out design with the

10 Fundamental method Replacement Property Relief 10

11 AIM focus Nichols Nichols plc is a multi million pound international business, specialising in soft drinks and dispense systems. The group can trace its development back to the establishment of Vimto, a fruit Nichols in Manchester Stock Exchange, before moving to AIM in 2004.

12 Working for you: our team Mark Dichlian - analyst 12

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14 The risks For a complete explanation of risks please refer to the Risk Warning at the end of this document. We strongly portfolio. 14

15 AIM focus Young & Co life in Its principal activities comprise the management and operation of, and the selling of food and drink through, its pub estate. As at the end of March 2011, it had 152 managed pubs and 93 tenanted ones, principally located in London and the South East.

16 Protected Portfolio Service 16

17 AIM focus Nationwide Accident Repair Services Nationwide Accident Repair Services July 2006, is the largest dedicated provider of accident repair services in the UK and has relationships with a large number of motor insurers.

18 Service 18

19 AIM focus Titan Europe Titan Europe plc is an international engineering group which designs and manufactures wheels, undercarriage components and assemblies for tracked and wheeled off-road vehicles.

20 Frequently asked questions What is the minimum amount I can invest in an IHT planning portfolio? How do I apply? 20 How am I kept informed about my portfolio?

21 What are the ongoing tax implications? Who is responsible for the custody and safe keeping of the shares and cash in my portfolio? Cost Financial Security Service What happens if I want to terminate the service? What if I have a complaint? 21

22 22 Investment in a Fundamental Inheritance Tax Planning anything stated in this brochure should be construed this document should be regarded as constituting legal, taxation, investment, or other advice and prospective investment in a Fundamental Inheritance Tax Planning can go down as well as up and an investor may not get. not misleading, nothing in this brochure should be Fundamental Asset Management Ltd and unauthorised Fundamental Asset Management Ltd, is authorised Privacy Policy Management Limited will be used to administer your you may be interested in and we may contact you by except to the extent that we are compelled to disclose it third party without your permission and unauthorised

23 AIM focus Domino s Pizza Domino s Pizza is recognised as the world s leading pizza delivery company. Domino s Pizza UK & Ireland plc moved from AIM to the main market of the London Stock Exchange on 19th May 2008.

24 Fundamental Fundamental Asset Management Ltd Langwood House High Street Rickmansworth Herts. WD3 1EQ Tel : +44 (0) Fax: +44 (0) enquiries@fundamentalasset.com Fundamental Asset Management Ltd is Authorised and Regulated by the Financial Conduct Authority.