Tax Efficient

Mark Williams tells us about the background of Octopus Investments and shares his thoughts on why more and more advisers are utilising investments that qualify for BPR. He explains why he thinks the new residence nil rate band will not reduce the IHT burden significantly, and how BPR investments align what investors want from the estate planning service to government objectives. Finally, he highlights the scale and track record of Octopus Investments.

James Hipkiss talks about the business of Oxford Capital and the configurability of its estate planning BPR investment. He also shares his thoughts on why BPR is becoming popular with advisers, including the growing prevalence of IHT liabilities, the ageing population and the control and flexibility of BPR for investors who experience changes in circumstance.

Highlights from the first ever BPR showcase event, held at the London Stock Exchange. An audience of over 60 financial advisers networked with and heard from eight leading fund managers who between them represent over 90% of the BPR investment universe. The showcase format allowed advisers to compare eight BPR investment solutions in one morning, and gave managers the opportunity to pitch their investment strategies directly to IFAs.

Robert Davis from Calculus shares his thoughts on the outlook for the EIS Industry and how it is responding to a number of changes in the investment environment, including changes to pensions and the rules governing tax-advantaged venture capital schemes such as EIS.

Robert Davis from Calculus lifts the lid on their investment process from start to finish, telling us how they source and select deals, how they add value ongoing and how they eventually exit.

Annabel Brodie-Smith, Communications Director at the AIC discusses the recent rule changes for VCTs and the outlook for the sector with Dr. Paul Jordan, CEO of Amati Global Investors, manager of Amati VCTs, Tom Thorp, Director at Foresight Group, manager of Foresight VCTs and Stuart Veale, Managing Partner at Beringea, manager of ProVen VCTs.

Stuart Veale, Managing Partner at Beringea, Tom Thorp, Director at Foresight Group and Dr. Paul Jordan, CEO of Amati Global Investors discuss the new rules for VCTs and what impact they will have on their strategy with Annabel Brodie-Smith, Communications Director at the AIC.

Stuart Veale, Managing Partner at Beringea, Tom Thorp, Director at Foresight Group and Dr. Paul Jordan, CEO of Amati Global Investors discuss what benefits VCTs bring to their investee companies with Annabel Brodie-Smith, Communications Director at the AIC.

Stuart Veale, Managing Partner at Beringea, Tom Thorp, Director at Foresight Group and Dr. Paul Jordan, CEO of Amati Global Investors talk about where they are finding investment opportunities with Annabel Brodie-Smith, Communications Director at the AIC.

Stuart Veale, Managing Partner at Beringea summarises the new rules for VCTs with Annabel Brodie-Smith, Communications Director at the AIC.