Business Relief Quarterly Update – 2020-08

Tax Efficient CPD Accredited Members Only Business Relief Quarterly Update – 2020-08

  • Following in the footsteps of Venture Capital Trusts, Enterprise Investment Scheme and Alternative Investment Market, we’re switching to reporting on the ins and outs of the Business Relief market on a quarterly basis.

    Business Relief is now a decidedly middle-aged 44 years old, but it has proved its value and continues to have a lot to offer. It has become a stalwart of family business protection and growth business funding.

    This first dynamic quarterly update gives you all the usual in-depth analysis of the figures, identifying the trends shaping the market, as well as expert commentary and insight on what’s happening right now. That includes the potential Coronavirus consequences and Budget impacts – direct and indirect.

AIM Industry Update – Q1 2020

Tax Efficient CPD Accredited Members Only AIM Industry Update – Q1 2020

  • This year, the Alternative Investment Market (AIM) reaches an important milestone: It has now been one of the most important growth markets in the world for a quarter of a century. And despite the ups and downs, especially those recently created by Coronavirus impacts and measures to save lives, it is still going strong, offering support and funding to many smaller companies that will be essential in the UK’s economic recovery.

    Our new format, bringing you more regular quarterly updates, will give us the opportunity to carefully chart how AIM performs. We specifically consider the impacts on those that qualify for the government’s tax-advantaged Venture Capital Trust, Enterprise Investment Scheme and Business Relief programmes.

    We’ve transformed the analysis and insight by switching to an exciting and attractive interactive format to make it easier to digest and engage with.

    At this strange time of unprecedented government interventions, unpredictable outcomes and unexpected issues, there may never have been a more apt time to take a read of what the experts, including the London Stock Exchange and fund managers, have to say and grab yourself up to two hours of structured CPD (not including breaks) in the process.

VCT Showcase 2020 interview with Paul Mattick, Mercia

Tax Efficient VCT Showcase 2020 interview with Paul Mattick, Mercia

  • Paul Mattick discusses Mercia’s acquisition of the Northern VCTs and explains how they will fit into the firm’s overall strategy. He also looks at the VCT investment landscape and where the opportunities lie for future growth in the context of a market that has shifted since the introduction of the risk to capital condition.

EIS Industry Update – Q1 2020

Tax Efficient CPD Accredited Members Only EIS Industry Update – Q1 2020

  • The Enterprise Investment Scheme (EIS) continues to be one of the most successful tax-advantaged investment solutions, a quarter of a century after making its debut.

    Our new format, bringing you quarterly updates rather than once-a-year snapshots, allows us to build up a clear picture of what is happening in this dynamic market – and we’re using an exciting, engaging and attractive interactive format to bring all the statistics and analysis to life.

    The first quarter of 2020 has been one like no other, and we can expect plenty more shocks over the coming months, with no-one knowing quite how the current coronavirus Covid-19 pandemic will play out. In such times, it is good to look long-term, something that is a hallmark of EIS. So take a read of what the experts, including the EIS Association and fund managers, have to say and grab yourself up to two hours of structured CPD (not including breaks) in the process.

VCT Showcase January 2020 interview with Paul Mattick, Mercia Asset Management

Tax Efficient VCT Showcase January 2020 interview with Paul Mattick, Mercia Asset Management

16 Mar 2020

  • Paul Mattick discusses Mercia’s acquisition of the Northern VCTs and explains how they will fit into the firm’s overall strategy. He also looks at the VCT investment landscape and where the opportunities lie for future growth in the context of a market that has shifted since the introduction of the risk to capital condition.

VCT Showcase January 2020 interview with John Davies, Seneca Partners

Tax Efficient VCT Showcase January 2020 interview with John Davies, Seneca Partners

16 Mar 2020

  • John Davies talks about Seneca’s progress since launching into the VCT market over the past year and explains why Seneca is well placed in this market. He also calls for greater education of advisers, investors and potential investee companies across the country.

VCT Showcase January 2020 interview with Charlie Stoop, Puma Investments

Tax Efficient VCT Showcase January 2020 interview with Charlie Stoop, Puma Investments

16 Mar 2020

  • Charlie Stoop explains Puma’s strategy towards investee companies and discusses the way in which the risk to capital condition has changed Puma’s approach. He also looks at the landscape for entrepreneurs and the quality of businesses available for investment.

VCT Showcase January 2020 interview with Nick Bird, Octopus Investments

Tax Efficient VCT Showcase January 2020 interview with Nick Bird, Octopus Investments

16 Mar 2020

  • Nick Bird considers the continued high demand from the small business community for VCT investment, pointing to a number of investment sectors that are showing promise, including the future of health, the future of money, and ‘deep tech’. He also looks at the growing trend to consider environmental, social and governance issues and how these can be incorporated.