Fund Your Retirement Podcast TFA001 Chris Boxall Discusses UK Small-Caps, Portfolio Management & Inheritance Tax Planning
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.
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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.