Business Relief Industry Update – Q2 2021

Tax Efficient Business Relief Industry Update – Q2 2021

  • The Q2 2021 Business Relief Quarterly Update scrutinises the future demand for estate planning and Business Relief as well as what the latest HMRC statistics say about the failure of the Residence Nil Rate Band to arrest rising IHT receipts.

    Current inflationary pressures highlight the value of growth investments and there is regulatory news that advisers should be aware of. The latest trends are identified in Business Relief target returns, actual annualised returns, investment strategies and fees and charges, while industry experts give their views on the setting for the relief.

    You can claim up to 2 hours CPD for reading the Update and it is free to access here.

AIM Industry Update – Q1 2021

Tax Efficient AIM Industry Update – Q1 2021

  • Just released!

    The Q1 2021 AIM Quarterly Update is not to be missed by those with an interest in tax-advantaged investments and how they sit within the context of Europe’s biggest growth market.

    It explores the recent developments that have impacted AIM’s direction of travel and provides analysis of the index’s latest performance, with discussion of what that might mean for investment.

    With a strong bounceback from the Covid-19 induced crash, building to historic highs, AIM is a great place to look for the innovative companies poised for stellar growth that Chancellor Sunak considers crucial for the investment-led recovery.

    You can claim up to 2 hours CPD for reading the guide and it is free to access here.

Business Relief Industry Update – Q1 2021

Tax Efficient Business Relief Industry Update – Q1 2021

  • The Q1 2021 Business Relief Quarterly Update takes a look at the current context for Business Relief, including how Covid has changed it and how Brexit might follow suit.

    As well as a flexible and fast estate planning option, Business Relief can also incentivise investment into the smaller, innovative companies that the Government has identified as crucial to the UK economy’s ‘investment-led recovery’.

    The update is just what you need to ensure you’re fully up to date with what’s been going on in and adjacent to Business Relief.

EIS Industry Update – Q1 2021

Tax Efficient CPD Accredited EIS Industry Update – Q1 2021

  • As the UK population is rapidly vaccinated against Covid 19, and the lockdown measures are gradually eased, our first EIS Update of the year launches at a critical juncture for the UK SME ecosystem.

    With the chancellor’s Spring budget effectively increasing the amount of taxes many clients will need to pay, while also looking to encourage investment, now might be the perfect time to introduce EIS as an efficient method of reducing their tax bill while investing in companies with great growth potential.

    Of course, EIS remains high risk, and therefore not right for everyone. But for the right client, investing in SMEs today could see them investing in companies well positioned to take advantage of the post lockdown world.

VCT Industry Update – Q1 2021

Tax Efficient CPD Accredited VCT Industry Update – Q1 2021

  • Our first VCT Update of the year launches at a critical juncture for the UK, as macro-economic changes suggest the tough times of 2020 could be giving way to a generational opportunity to invest in British SMEs primed for a rebound.

    A deal signed near the end of 2020 finally resolved the uncertainty over the UK’s relationship with the EU. At the same time, Covid has caused some industries to boom, and others to struggle. But with the country being rapidly vaccinated, this too could soon be a thing of the past.

    Not only have VCTs fared well during these difficulties, but, as normalcy gradually returns, now could be the perfect time for investors to consider VCT investments.

Professional’s Guide to Estate Planning – Second Edition

Tax Efficient CPD Accredited Professional’s Guide to Estate Planning – Second Edition

  • The second edition of A Professional’s Guide to Estate Planning rounds up the latest developments that impact estate planning, as well as the rules and regulations that apply. New, exclusive thought leadership perspectives, case studies that illustrate additional planning ideas, an updated Professional Connections section and brand new section considering how estate planning and estate administration can interact have also been added to this edition. As an everyday reference resource designed to be useful to IFAs, solicitors and accountants, in an attempt to be more environmentally friendly and to save you from unnecessary reading, where there have been no changes in a particular estate planning area since our first edition, we either refer you back to that edition, provide a shortened summary or more information in the glossary. The first edition is also available in Intelligent Partnership’s research hub.

EIS Industry Update – Q4 2020

Tax Efficient CPD Accredited Members Only EIS Industry Update – Q4 2020

  • Our inaugural EIS update launched earlier this year, right as the global implications of the Covid-19 pandemic began to dawn on the markets.

    Now, with the first vaccine having moved through the approval stages, and a public roll out just beginning, we have a new E!S update, to look at how EIS investments fared during one of the most volatile periods of recent history.

    The update also features the usual in depth analysis of why you might want to consider Knowledge Intensive Funds, a look at how fees and charges have changed over the years, as well as expert commentary on EIS. It also includes a look at what will shape the market over the next 12 months, including potential Covid consequences, the Brexit endgame, and why tax increases may make EIS an even more important addition to your tax efficient arsenal.

Business Relief Quarterly Update – 2020-08

Tax Efficient CPD Accredited Members Only Business Relief Quarterly Update – 2020-08

  • Following in the footsteps of Venture Capital Trusts, Enterprise Investment Scheme and Alternative Investment Market, we’re switching to reporting on the ins and outs of the Business Relief market on a quarterly basis.

    Business Relief is now a decidedly middle-aged 44 years old, but it has proved its value and continues to have a lot to offer. It has become a stalwart of family business protection and growth business funding.

    This first dynamic quarterly update gives you all the usual in-depth analysis of the figures, identifying the trends shaping the market, as well as expert commentary and insight on what’s happening right now. That includes the potential Coronavirus consequences and Budget impacts – direct and indirect.

AIM Industry Update – Q1 2020

Tax Efficient CPD Accredited Members Only AIM Industry Update – Q1 2020

  • This year, the Alternative Investment Market (AIM) reaches an important milestone: It has now been one of the most important growth markets in the world for a quarter of a century. And despite the ups and downs, especially those recently created by Coronavirus impacts and measures to save lives, it is still going strong, offering support and funding to many smaller companies that will be essential in the UK’s economic recovery.

    Our new format, bringing you more regular quarterly updates, will give us the opportunity to carefully chart how AIM performs. We specifically consider the impacts on those that qualify for the government’s tax-advantaged Venture Capital Trust, Enterprise Investment Scheme and Business Relief programmes.

    We’ve transformed the analysis and insight by switching to an exciting and attractive interactive format to make it easier to digest and engage with.

    At this strange time of unprecedented government interventions, unpredictable outcomes and unexpected issues, there may never have been a more apt time to take a read of what the experts, including the London Stock Exchange and fund managers, have to say and grab yourself up to two hours of structured CPD (not including breaks) in the process.

VCT Showcase 2020 interview with Paul Mattick, Mercia

Tax Efficient VCT Showcase 2020 interview with Paul Mattick, Mercia

  • Paul Mattick discusses Mercia’s acquisition of the Northern VCTs and explains how they will fit into the firm’s overall strategy. He also looks at the VCT investment landscape and where the opportunities lie for future growth in the context of a market that has shifted since the introduction of the risk to capital condition.