Tax Efficient

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.

Dr. Paul Jordan, CEO of Amati Global Investors and Tom Thorp, Director of Foresight Group discuss how they select which companies their VCTs invest in with Annabel Brodie-Smith, Communications Director at the AIC.