Annie Gomes
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Diversity and Resilience
Why SMEs are the backbone of the UK Economy, and how VCT and EIS products can play an important role in their…
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We are excited to announce that the Real Estate Investors Summit returns in San Diego, CA!
The Real Estate Investors Summit is the most exclusive meeting point for Leading Family Offices and Innovative Fund Managers and Consultants. The…
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Fit for the future
Jeffrey Faustin, Chief Investment Officer at Jenson Funding Partners, discussed with GBI Magazine how his team are utilising various methods of diversification…
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Fulfilling your business goals in 2023
Many advisers will be thinking that 2023 is the time for them to consider exit strategies. But what might doing that actually…
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How to plan for inheritance tax within an ISA wrapper
For professional advisers and paraplanners only. Not to be relied upon by retail investors. An older client has diligently invested in their…
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MAF Core: A multi-asset solution for multiple client types
Shane O’Brien, Head of Multi-asset & Macro Investment Specialists at Aviva Investors, introduces five client types who may find MAF Core an…
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With change comes opportunity
The recent autumn statement announcement included significant tax changes coming into force as soon as next April. Sarah Wakefield, Business Development Manager…
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One way to get your client’s RNRB back
Octopus Investments use a case study approach to highlight how advisers can maximise the efficiency of their client’s estate where the residence…
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What diamonds can tell us about venture capital
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Hundreds of kilometres below ground, intense heat from…
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Your invitation: Par Equity at our upcoming EIS webinar
Your webinar invitationEIS and SEIS: what does the future hold?Thursday 8th December 10-11:30 Join us on Thursday 8th December for an in-depth…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
