VCT managers discuss what impact the new rules will have on their strategy

Tax Efficient VCT managers discuss what impact the new rules will have on their strategy

2 Mar 2016 2 minutes

  • 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.

What does a VCT manager bring to an investee company?

Tax Efficient What does a VCT manager bring to an investee company?

2 Mar 2016 3 minutes

  • 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.

VCT managers discuss where they are finding investment opportunities

Tax Efficient VCT managers discuss where they are finding investment opportunities

2 Mar 2016 2 minutes

  • 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.

What are the new rules for VCTs?

Tax Efficient What are the new rules for VCTs?

2 Mar 2016 1 minute

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

VCT managers on how they select companies to invest in

Tax Efficient VCT managers on how they select companies to invest in

2 Mar 2016 1 minute

  • 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.

EIS Industry Report 2015-16

Tax Efficient CPD Accredited Members Only EIS Industry Report 2015-16

  • The report surveys advisers, investors and providers and includes a comprehensive market analysis of the EIS sector. We look at the trends that are shaping the current market and our research will give readers reference points that provide a benchmark for costs, fees, the level of target return and other key features. We also discuss suitability, due diligence, the development of the SEIS and SITR and tools available for advisers. Whether coming this sector for the first time or wanting to keep up-to-date with the latest developments, this report provides a useful overview.

VCT Key Findings

Tax Efficient Members Only VCT Key Findings

16 Feb 2016

  • Pension changes, restrictions on what higher earners can save and the threat to higher rate relief has brought the VCT sector back into consideration for many advisers. With upfront Income Tax relief and the ability to earn tax-free income, we think VCTs will be an important tool in advisers’ kit bags. With £3.46 billion funds under management in 97 VCTs from 32 providers, advisers will need to familiarise themselves with the current market. This article will outline the VCT market composition at Q1 2016, the typical charges VCT investors need to be aware of when making VCT investment, as well as the investment performance.

EIS Masterclass | February 2016 | Highlights

Tax Efficient EIS Masterclass | February 2016 | Highlights

10 Feb 2016 4 minutes

  • Some of the highlights from our recent EIS Masterclass held at DWF’s offices in the iconic ‘walkie-talkie’ building. The event covered the political outlook for EIS, due diligence, suitability, research into the correct level of diversification, analysis of the fees charged by EIS funds and insights into how managers put together and run their portfolios.

EIS Masterclass | February 2016 | Matt Taylor

Tax Efficient EIS Masterclass | February 2016 | Matt Taylor

10 Feb 2016 6 minutes

  • Matt talks about the driving forces behind increasing levels of adviser engagement in EIS and how the industry is responding. He also addresses the issue of supply of product, and why advisers shouldn’t be waiting for the “new renewables” to come along. We also talk about whether there are any emerging risks to the EIS scheme, and finally Matt talks about the differences between EIS funds and portfolio services.

EIS Masterclass | February 2016 | Philip Salter

Tax Efficient EIS Masterclass | February 2016 | Philip Salter

10 Feb 2016 6 minutes

  • Philip gives us a unique take on how politicians view the EIS scheme and discusses the levels of awareness of the scheme among small businesses. We consider how his research indicates that there is the potential for more growth in EIS and the importance of lobbying efforts at a national and European level. Finally, we talk about what his research means for advisers and how advisers should consider it.