AIC VCT Series | KIDSPACE

Tax Efficient AIC VCT Series | KIDSPACE

24 Apr 2015 3 minutes

  • Richard Farley, CEO and Founder of Kidspace and Mark Gross, Investment Director of Downing discuss the impact of Downing VCTs’ investment.

BPR Masterclass | London | 28th April 2015

Tax Efficient CPD Accredited BPR Masterclass | London | 28th April 2015

3 hours

  • The BPR Masterclass is designed to help you acquire the technical knowledge you need to be considered an expert. You will earn 3 hours of structured CPD; hear the latest developments in the sector and become more confident in the ability to comply with the rules when recommending BPR. Most importantly, attendees will be well equipped to deliver a service that is hugely valued by their clients.

     

EIS Masterclass March 2015: Henny Dovland

Tax Efficient EIS Masterclass March 2015: Henny Dovland

18 Mar 2015 4 minutes

  • Henny Dovland, Business Development Manager at TIME Investments, points out that many renewable energy EIS investors now own BPR qualifying assets, and that advisers might want to consider BPR products for these clients as they begin to exit EIS.

EIS Masterclass March 2015: Andrew Sherlock

Tax Efficient EIS Masterclass March 2015: Andrew Sherlock

18 Mar 2015 5 minutes

  • Andrew Sherlock, partner at Oxford Capital reveals that EIS investing doesn’t have to seasonal – and in fact there can be advantages to investing outside of quarter one when managers have more capacity and benefits can be accessed earlier.

EIS Masterclass March 2015: Nigel Ashfield

Tax Efficient EIS Masterclass March 2015: Nigel Ashfield

18 Mar 2015 7 minutes

  • Nigel Ashfield, Managing Director of TIME Investments talks about the current state of play in the EIS market and what the future might hold now that we are seeing the end of renewable investment incentives within EIS.

EIS Masterclass March 2015: Sarah Wadham

Tax Efficient EIS Masterclass March 2015: Sarah Wadham

18 Mar 2015 7 minutes

  • Sarah Wadham, Director General of the EIS Association tells us why EIS investments serve a wider purpose that goes beyond just generating returns for investors, and helps support a vital part of the UK economy.

EIS Masterclass March 2015: Gillian Roche Saunders

Tax Efficient EIS Masterclass March 2015: Gillian Roche Saunders

18 Mar 2015 5 minutes

  • Gillian Roche Saunders, Head of Venture Finance at compliance consultancy Bovil discusses what comprises a good client file when it comes to EIS and what, if anything, advisers and their teams need to do differently.

EIS Masterclass March 2015: Andrew Marris

Tax Efficient EIS Masterclass March 2015: Andrew Marris

18 Mar 2015 11 minutes

  • Andrew Marris, founder of MICAP discusses his reasons for entering the venture capital marketplace and what he thinks MICAP has to offer advisers who recommend EIS, VCTs and BPR based products.

Pension Freedom – Where do alternatives fit

Tax Efficient Members Only Pension Freedom – Where do alternatives fit

5 Mar 2015

  • The new pension freedoms are fast approaching and savers will no longer be required to purchase an annuity. These new freedoms open up a range of asset classes that have not been accessible to these investors previously. There has been a significant amount of speculation as to where investors may want to put their hard earned money. Alternatives should be considered alongside mainstream investments as a way of fulfilling the goals of a pension investment. This article looks at the new changes, what pensions savers are looking for and how alternatives can fit into the pension freedom era.