Peter Carey
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Effective IHT Planning using business relief
Blankstone Sington’s Inheritance Tax Portfolio provides an award winning approach to sheltering part of your client’s estate from IHT, with the potential…
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How Oxford Capital’s EIS Fund strengthens start-ups to create real, tangible change
Oxford Capital works in partnership with many private client advisers, from individual IFAs to the industry’s biggest wealth management firms. The firm…
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A Positive Charge
Ben Constable-Maxwell, Head of Impact Investing at M&G Investments, is one of the driving forces behind the move to integrate ESG, sustainability…
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The Coming Decade for Climate Solutions
Randeep Somel, Fund Manager, M&G Climate Solutions Fund, is finding reasons to be cheerful as he uncovers some of the powerful drivers…
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The EISA Awards 2021
The Enterprise Investment Scheme Association (EISA) announce the launch of the 2021 EISA Awards, recognising excellence among EIS and SEIS practitioners over…
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Using “the family approach” to encourage timely estate planning
An unprecedented number of clients have delayed financial decisions because of the pandemic. But an indirect approach can help turn hesitation into…
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Free EIS reviews
High Quality Independent EIS Reviews, completely FREE for advisers To sign up for your free reviews, you can register here or…
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Tidying up the tax year end and beyond Webinar series
Want to learn all about planning with EIS and SEIS in 2021? Following on from their highly successful round table discussions in…
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Family wealth unlocked
Talking to IFA Magazine, Les Cameron, Head of Technical Services at Prudential, identifies some of the highlights from Prudential’s new Family Wealth…
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Supporting clients in vulnerable circumstances
Edward Grant, Director, Technical Connection division at St. James’s Place responsible for professional development, takes a practical look at what steps financial planners…
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