Chris Boxall

Hosted by Chris Boxall

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:

  1. UK small caps.
  2. RWS Holdings, Learning Technologies, Numis and iEnergizer.
  3. Portfolio management.
  4. Letting your winners run vs taking profits.
  5. Inheritance tax planning.
  6. Dividends from AIM companies.


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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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.

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