VCTs: The accessible growth vehicle for the new fiscal year
Investors have an opportunity to boost the UK economy through VCTs (Source Professional Adviser)
VCTs: The accessible growth vehicle for the new fiscal year Read More »
EIS
How public and private markets can support UK businesses and drive growth
A new UK Finance report outlines how public and private markets can work together to support business growth (Source UK Finance)
How public and private markets can support UK businesses and drive growth Read More »
Wall Street giants hike recession risk expectations amid impending Trump tariffs
Some of the world’s leading investment banks and a major credit ratings agency have raised their recession forecasts for the US and global economies, as concerns over an escalating trade war intensify. (Source Investment Week)
Wall Street giants hike recession risk expectations amid impending Trump tariffs Read More »
What advisers need to know about the Spring Statement
Chancellor Rachel Reeves’ first Spring Statement last Wednesday (March 26) was just shy of a mini fiscal event. (Source FT Adviser)
What advisers need to know about the Spring Statement Read More »
Financial planning ahead of April 6: A reminder of 5 key tax planning steps for TYE
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 »
Advisers see surge in IHT advice demand, Downing finds
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 »
Spring Statement 2025: Govt to meet stakeholders over VCT and EIS
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 »
TYE 2025: EISA’s Christiana Stewart-Lockhart on unlocking the power of EIS and SEIS for clients
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)
New Interest in the S/EIS Post-Budget
The Enterprise Investment Scheme Association (EISA) are hosting a webinar on Thursday 13th February at 13:00pm
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University spinouts: A compelling EIS Investment opportunity in today’s market: by Moray Wright, CEO and John Pearson, CIO, Parkwalk Advisors
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)