Kim Pattison
-
The critical importance of Private Company Valuations in the post-Covid world
The Covid-19 lockdown dislocated the EIS funding world, and it is still recovering. Anticipated inflows of investment fell sharply after lockdown. Some…
-
The early-stage UK companies growing stronger in lockdown
For professional advisers and paraplanners only. Not to be relied upon by retail clients. The global pandemic has created opportunities that some…
-
Funeral plans guarantee so much more than Over 50s policies
Advising your clients to make financial preparations for their future, and in particular their funeral arrangements, makes good sense. For most, saving…
-
Committed Capital on video
Focusing on the Committed Capital Growth EIS Fund, the pair explore how the fund came about, what its aims and strategies are,…
-
The early-stage UK companies growing stronger in lockdown
For professional advisers and paraplanners only. Not to be relied upon by retail clients. The pandemic has created opportunities that some businesses…
-
Up close and personal with the Prudential ISA
The Prudential ISA The Prudential ISA, provided by Link Financial Investments Ltd, combines tax-efficient investment with access to the PruFund funds and…
-
Why so many active funds underperform…
Clever Adviser Technology have launched a video presentation titled “Are your funds even trying?” which sets out to: Establish why active funds…
-
Spotlight on the Dignity Promise
Dignity launched the Dignity Promise^ on 1st October 2019. This is a great enhancement to their range of Funeral Plans and makes…
-
Octopus AIM VCTs fundraise launch
For professional advisers and paraplanners only With Octopus AIM VCTs open to new investment, register to hear from senior fund managers in…
-
Estate planning for clients with a power of attorney in place
For professional advisers and paraplanners only Meet Barbara and Malcolm. They’ve lost capacity and their attorney would like to honour their wish…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
