Tax Efficient VCT Masterclass June 2015: Eliot Kaye

29 Mar 2017 4 minutes

  • Eliot Kay tells us what advisers need to know about limited life VCTs and how they address some of the issues that disappointed early VCT investors. He gives us the lowdown on how debt and equity can be mixed to protect capital, the risks of a low yield portfolio and how they can be mitigated, and discusses what sort of clients advisers should consider for limited life VCTS.

Tax Efficient VCT Masterclass June 2015: Will Bateman

29 Mar 2017 6 minutes

  • Will talks about how VCT regulations help protect investors and advisers and reveals what advisers should be looking for when they review a VCT investment prospectus. He also tells us what VCT regulatory changes DWF think advisers should have on their radar.

Interview with Kealan Doyle from Symvan Capital at the London EIS & VCT Showcase for Advisers & Wealth Managers

Tax Efficient Interview with Kealan Doyle from Symvan Capital at the London EIS & VCT Showcase for Advisers & Wealth Managers

28 Mar 2017 7 minutes

  • Kealan Doyle from Symvan Capital explains the rationale behind how Symvan Capital came to be, the reason for the name ‘Symvan’, and their long-term approach to investments as a ‘full life-cycle’ investment manager covering both SEIS & EIS investments. He also explains the way they work with accelerators such as Microsoft accelerator, and provides the background to their investment into companies such as Cognisess.

Highlights from the EIS & VCT Showcase held at The London Stock Exchange

Tax Efficient Highlights from the EIS & VCT Showcase held at The London Stock Exchange

28 Feb 2017 3 minutes

  • Highlights from the first EIS & VCT showcase event, held at the London Stock Exchange. An audience of 60 financial advisers networked with and heard from eight leading fund managers. The showcase format allowed advisers to compare multiple VCT & EIS investment solutions in the space of one morning, and gave managers the opportunity to pitch their investment strategies directly to IFAs.

Financial Advisers: the Untapped Opportunity?

Alternative Finance Financial Advisers: the Untapped Opportunity?

14 Oct 2016 36 minutes

  • Research Director Dan Kiernan moderated a panel at the Lendit Europe conference. The panelists from Octopus Choice, Ratesetter, LendingWell, Goji and Clearwater Private Investment debated what it would take to get financial advisers to engage with P2P lending.

The Seed & EIS Hour – Guy Tolhurst

Tax Efficient The Seed & EIS Hour – Guy Tolhurst

8 Jun 2016 7 minutes

  • Our Managing Director Guy Tolhurst was interviewed at The Seed & EIS Hour. He spoke about his firm’s approach to training and education for the financial advisory community (IFA) community, and recognising excellence through the Growth Investor Awards.

Interview with Henny Dovland from TIME at The London BPR Showcase for Advisers & Wealth Managers

Tax Efficient Interview with Henny Dovland from TIME at The London BPR Showcase for Advisers & Wealth Managers

8 Jun 2016 6 minutes

  • Henny Dovland from Time Investments tells us there is more awareness of BPR solutions among financial advisers and retail clients, including how they work, where to find them and how they fit into a client’s portfolio. She also reveals the stability in legislation helps build confidence in recommending BPR products and finally discusses what makes Time Investments different.

Interview with Nick Morgan from Foresight at The London BPR Showcase for Advisers & Wealth Managers

Tax Efficient Interview with Nick Morgan from Foresight at The London BPR Showcase for Advisers & Wealth Managers

8 Jun 2016 5 minutes

  • Nick Morgan tells us about the background of Foresight and its BPR solutions. He explains the impact of the IHT changes, the lack of understanding the changes and how advisers have been pressurised by pension based planning. He thinks better understanding, better education, more competition and more providers working in this space are the key factors driving the demand for BPR investment products. He also touches on the diversity of Foresight’s client base and the nature of its underlying investments.