VCT Masterclass June 2015: Ian Sayers

Tax Efficient VCT Masterclass June 2015: Ian Sayers

6 Jul 2015 4 minutes

  • Ian tells us why advisers should consider the VCT sector, including investment performance, yield and tax breaks. We also debate if recent pension changes have given a boost to VCT fund raising, and he reveals the stats and case studies that evidence how the VCT scheme has been a benefit to the UK economy.

VCT Masterclass June 2015: Graham Robertson

Tax Efficient VCT Masterclass June 2015: Graham Robertson

6 Jul 2015 3 minutes

  • Graham reveals what he thinks the three primary areas advisers should focus on when assessing VCTs, the unique aspects of the VCT structure and how advisers can overcome the challenge of understanding the whole of the VCT market.

VCT Masterclass June 2015: Damian Davies

Tax Efficient VCT Masterclass June 2015: Damian Davies

6 Jul 2015 6 minutes

  • Damian does a myth-busters on suitability reports and addresses some of advisers’ most common misconceptions. He reveals who the real bad guy is when advisers face complaints and tells us what is essential for a suitability report and what is superfluous, and then focuses in on the unique suitability considerations for VCTs.

VCT Masterclass June 2015 | Highlights

Tax Efficient VCT Masterclass June 2015 | Highlights

3 Jul 2015 4 minutes

  • Highlights of the VCT Masterclass at the offices of DWF in London where a sell-out audience of financial advisers and wealth managers heard presentations from Will Bateman representing DWF, Chris Moakes from PwC, Ian Sayers of The AIC, Eliot Kaye from PUMA, Graham Roberts from Triple Point, Chris Hutchinson from Unicorn, Diana French from Octopus, Tony Mudd of St.James’s Place and Damian Davies from The Timebank.

Tax Efficient VCT Masterclass June 2015: Eliot Kaye

26 Jun 2015 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

26 Jun 2015 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.

VCT Masterclass June 2015: Chris Moakes

Tax Efficient VCT Masterclass June 2015: Chris Moakes

26 Jun 2015 4 minutes

  • Chris discusses what advisers should be looking for from VCT managers, the investment case for AIM listed smaller companies and why advisers have justifiably overlooked VCTs in the past – and why they should reconsider VCTs today.

BPR Industry Report 2015

Tax Efficient CPD Accredited BPR Industry Report 2015

  • The BPR Industry Report 2015 is the first market review of Business Property Relief (BPR). This 74-page report provides a look into the rewards and risks of BPR products and solutions, charting market growth and development. The report presents insights from the largest survey of adviser and provider attitudes to BPR plus guidance on client suitability, product selection, and planning scenarios. Gain understanding of the market with an analysis of all 52 BPR products launched since 1995.

     

BPR Masterclass April 2015: Highlights

Tax Efficient BPR Masterclass April 2015: Highlights

12 May 2015 4 minutes

  • Highlights of the BPR Masterclass at the offices of BDO in London where an audience of 44 financial advisers and wealth managers heard presentations from Tony Mudd of St James’s Place; Jason Butler of Bloomsbury Wealth; David Brookes of BDO; Simon Ruthers & Oliver Hughes of Oxford Capital; Eddie Grant & Gabrielle Beaumont of Ingenious; Justin Waine of Puma; and Henny Dovland of TIME.

BPR Masterclass: Jason Butler on where BPR fits in the overall picture

Tax Efficient BPR Masterclass: Jason Butler on where BPR fits in the overall picture

12 May 2015 10 minutes

  • Jason talks about where BPR fits into the overall picture, the criteria he uses to select products and providers, whether you should ever let the tax tail wag the investment dog and the three potential changes to BPR legislation that he foresees.