Jacqueline Wilson
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Does my EIS fund manager include tax relief in their returns forecast?
Before you allocate your clients money into an EIS fund with a great returns forecast you would be wise to ask, do…
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Yesterdays budget reinforces the case for EIS
Yesterday’s budget took robust economic measures but leaves many Brits with impending tax liabilities – here’s how EIS can help. Richard Roberts,…
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Interview with Mark Pearson, the man behind the Fuel Ventures EIS Fund
Mark Pearson is the Founder and Managing Partner of Fuel Ventures, the early-stage investor in disruptive scalable technology companies. Mark is the…
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Budget round up from Brewin Dolphin Wealth Managers
On Budget day 2021 Rishi Sunak struck a delicate balance between fanning the flames of a nascent economic recovery and plugging the…
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Lifetime allowance freeze – It gets worse with age
The maximum pensions savings that one can accrue is frozen at £1,073,100 until April 2026. Appearing uncontroversial today, the effects will grow…
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London close: Stocks finish firmer in wake of big Budget
London stocks finished in the green on Wednesday, as investors pored through the finer details of Chancellor Rishi Sunak’s budget. The FTSE…
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Potential increase in ‘charge cap’ on pension schemes would allow greater investments in ESG funds
A potential increase in the ‘charge cap’ on pension schemes could make higher return funds more accessible to the general public, including…
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Young helped with access to overheating property market, or supplying pent-up demand?
The Stamp Duty can has been kicked down the road, as the Chancellor of the Exchequer Rishi Sunak extends the Stamp Duty…
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Daily Mail owner buys New Scientist magazine for £70m
The publisher of the Daily Mail said it had bought the weekly science and technology magazine New Scientist for £70m in cash.…
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Mercia’s EIS fund sees another stunning exit – a 20x return
Mercia Asset Management’s sale of Oxford Genetics Limited (OxGene) generates a return between 13x and 20x for five of its EIS Funds.…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
