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

Episode notes

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.