An Adviser’s Guide to the Innovative Finance ISA

Alternative Finance CPD Accredited Members Only An Adviser’s Guide to the Innovative Finance ISA

  • HM Treasury has referred to the IFISA as a way to, “provide ISA holders with greater choice over how to invest and will support the crowdfunding sector to continue to grow as a source of alternative finance for businesses.” The inclusion of additional consumer protections which must be present in the P2P and debt based securities investments that are IFISA eligible can only be reassuring for potential investors. But there are a number of other considerations as well as the everyday practicalities. Our goal with this guide is to give advisers an understanding of these so that they build the confidence to make the best use of the opportunities that the IFISA presents for their clients.

An Adviser’s Guide to Business Relief – First Edition

Tax Efficient CPD Accredited Members Only An Adviser’s Guide to Business Relief – First Edition

  • Business Relief (BR) has become an increasingly important IHT mitigant as financial planning for later life has become more and more complex. Recent HMRC research has revealed It’s application is “in keeping with policy objectives” and the Government, “is committed to protecting the important role that this tax relief plays in supporting family-owned businesses, and growth investment in the AIM and other growth markets”. While this is a sector in which adviser understanding and confidence can deliver substantial added value to clients, there are some tricky nuances and important developments to take into account, as well as the everyday nuts and bolts. Our guide is the first in a series that aims to give readers the technical knowledge and practical know-how to navigate the challenges of undertaking BR investment.