With the April 5 tax year-end fast approaching this weekend, the window to maximize tax benefits is closing. Lubbock Fine Wealth Management offers last-minute tips to help clients enhance their tax efficiency before the deadline. (Source IFA Magazine)
Financial planning ahead of April 6: A reminder of 5 key tax planning steps for TYE Read More »
HM Treasury will hold a series of roundtables with “key stakeholders” to make sure VCTs and the EIS continue to foster a supportive environment for entrepreneurs and scale-ups. (Source FT Adviser)
Spring Statement 2025: Govt to meet stakeholders over VCT and EIS Read More »
Advisers have reported a surge in demand for inheritance tax (IHT) planning advice, with new clients accounting for most of the enquiries, research by Downing has found. (Source Money Age)
Advisers see surge in IHT advice demand, Downing finds Read More »
Our exclusive interview with EISA’s Christiana Stewart-Lockhart acts as a stark reminder as to how advisers can maximise tax efficiency for clients ahead of the tax year-end. (Source IFA Magazine)
The Enterprise Investment Scheme Association (EISA) are hosting a webinar on Thursday 13th February at 13:00pm
New Interest in the S/EIS Post-Budget Read More »
In this article, Parkwalk’s Chief Executive Officer, Moray Wright, and Chief Investment Officer John Pearson, explain why they think that the university spinout sector should be a key part of your client’s EIS portfolio. (Source IFA Magazine)
Fundamental Asset Management are hosting a webinar on Thursday 6th February at 15:00pm
AIM and beyond – what next for AIM & what are the alternatives? Read More »
Beringea are hosting a 45 minute webinar on 5th February at 11:30am
Review of the ProVen VCTs and the VCT landscape Read More »
o2h Ventures are hosting a webinar on Friday 31st January at 14:00pm
EIS vs VCTs: Who’s Your 2025 Tax Efficient Investment Champion? Read More »
Maven Cognition, a subsidiary of Maven Capital Partners (“Maven”), today announces the launch of the Maven Cognition EIS Fund (“the Fund”). (Source IFA Magazine)
Maven Cognition launches EIS fund targeting 3x returns Read More »
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