TFA001 Chris Boxall Discusses UK Small-Caps, Portfolio Management & Inheritance Tax Planning

Fund Your Retirement Podcast

Welcome to the first episode of The Fundamental Asset Podcast where Chris Boxall will help you navigate and interpret the UK equity market with a particular focus on AIM. Whether it’s company-specific news, market-wide news, or timely market topics, Chris will share his wisdom and experience from his 30+ years as a fund manager and from the perspective of a private investor.

Key topics for the first episode:

UK small caps.

RWS Holdings, Learning Technologies, Numis and iEnergizer.

Portfolio management.

Letting your winners run vs taking profits.

Inheritance tax planning.

Dividends from AIM companies.

Timestamps:

1:30 Discussing the de-listing of iEnergizer and the implication for private investors.

5:00 Discussing IHT companies and their benefits.

6:45 How mitigating inheritance tax through AIM-listed companies works.

8:00 Companies on AIM with attractive dividend yields.

10:10 Taking profits vs letting your winners run.

12:15 Discussing the difference between investing for yourself and managing OPM.

13:20 Discussing the opportunities on AIM right now.

15:30 Numis take over and is this a trend in 2023?

18:15 Closing thoughts and wrap up.

Thank you for listening, we hoped you enjoyed the episode.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.

Chris Boxall Resources.

Fundamental Asset Management website: https://fundamentalasset.com/

Fundamental Asset Management contact us page: https://fundamentalasset.com/contact/

Follow Fundamental Asset on Twitter: https://twitter.com/fundasset

Connect with Chris on LinkedIn: https://www.linkedin.com/in/chris-boxall-835a4222/

Visit FYR For More Investor Related Podcasts: https://www.fundyourretirement.com/

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.