INHERITANCE TAXSOLUTIONS. Fundamental

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1 INHERITANCE TAXSOLUTIONS Fundamental

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

3 AIM focus CVS Group CVS Group PLC is the largest veterinary group in the UK operating small animal, equine and large animal veterinary practices, complementary veterinary diagnostic businesses, pet crematoria & an online pharmacy business.

4 A taxing problem 4

5 AIM focus Character Group Founded in 1991, The Character Group plc is engaged in the design, development and international distribution of toys, games and giftware. The Group s toy brands include Peppa Pig, Teletubbies, Fireman Sam, Little Live Pets and Stretch Armstrong, amongst others.

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 tax planning tool. 8

9 AIM focus Mulberry Mulberry Group plc is a British 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 Christopher Boxall portfolio manager Stephen Drabwell portfolio manager Mark Dichlian - analyst Fundamental team since October

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

AIM focus Young & Co Young and Co. s Brewery plc began life in 1890.

15 AIM focus Young & Co Young and Co. s Brewery plc began 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 Breedon Group Breedon Group plc is the largest independent construction materials group in the UK. They operate quarries, asphalt plants, readymixed concrete & mortar plants and concrete block plants throughout England, Wales and Scotland.

18 Service control. 18

19 AIM focus Fevertree Drinks Fevertree Drinks PLC is a supplier of premium carbonated mixers for alcoholic spirits. It sells carbonated mixers to hotels, restaurants, bars and cafes on trade as well as supermarkets and off-licenses for retail purchase off trade.

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? to above or separately.

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? investments at short notice. What if I have a complaint? 21

22 22 Important Information anything stated in this brochure should be construed to those who are not resident in the United Kingdom. this document should be regarded as constituting legal, taxation, investment, or other advice and prospective a client. can go down as well as up and an investor may not get. only. As such, although reasonable care has been not misleading, nothing in this brochure should be copying is strictly prohibited. in the United Kingdom by the Financial Conduct. Privacy Policy you may be interested in and we may contact you by us not to. except to the extent that we are compelled to disclose it third party without your permission and unauthorised access to it is prevented.

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. v.2016_1

Arber Fashion Group is a holding specialising in design, production, marketing and sales of business menswear. It is the biggest company in its

Arber Fashion Group is a holding specialising in design, production, marketing and sales of business menswear. It is the biggest company in its Contents Arber Fashion Group Arber Franchising Franchising Conditions Benefits Of Franchising Assortment Matrix Our Client Freedom Gregory Arber Entrance Group Retail Equipment Contacts Arber Fashion Group