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.

AIC VCT Series | BREWHOUSE

Tax Efficient AIC VCT Series | BREWHOUSE

4 Mar 2015 2 minutes

  • Kris Gumbrell, CEO of Brewhouse & Kitchen, Eliot Kaye, Director of PUMA Investments and Rupert West, Investment Manager of PUMA Investments discuss the impact of PUMA VCTs, investment.

AIC VCT Series | CREATE Fertility

Tax Efficient AIC VCT Series | CREATE Fertility

4 Mar 2015 3 minutes

  • Praful Nargund, Director of Strategy at CREATE Fertility and Benoit Broch, Investment Team at Livingbridge explain how VCTs have supported CREATE Fertility.

AIC VCT Series | DySIS

Tax Efficient AIC VCT Series | DySIS

4 Mar 2015 3 minutes

  • Andrew Elder, Partner at Albion Ventures LLP explains the impact of Albion VCTs’ support of DySIS.

AIC VCT Series | The GRO COMPANY

Tax Efficient AIC VCT Series | The GRO COMPANY

4 Mar 2015 3 minutes

  • Christian Jones, Managing Director at The GRO Company and Bob Henry, Partner at Mobeus Equity Partners discuss the role of the VCTs in expanding The Gro Company.

AIC VCT Series | MIRRIAD INVESTMENTS

Tax Efficient AIC VCT Series | MIRRIAD INVESTMENTS

4 Mar 2015 3 minutes

  • Mark Popkiewicz, CEO of Mirriad and David Glick, Founder & CEO of Edge Group explain the impact of VCT support for Mirriad and British companies.