Peter Carey
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Consolidate on the Aviva platform – no fuss, no bother
Discover the Aviva platform here
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Our platform, your springboard – the Aviva Platform
The Aviva Platform offers a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs…
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Four questions to ask a VCT manager
Jessica Franks, Head of Investment Products at Octopus Investments If you’re researching Venture Capital Trusts (VCTs) for your clients and delving deeper…
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Building for the future: a Q&A with Succession Wealth’s Daniel Jones
Daniel Jones, Head of Mergers and Acquisitions at Succession Wealth, has been discussing with Brandon Russell how his team views the 2024…
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Merger & Acquisitions (M&A): an outlook for the IFA market. Meet the webinar panellists
We are delighted to invite you to attend our upcoming webinar, in association with Succession Wealth. Your webinar invitationMerger & Acquisitions (M&A):…
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Venture Capital Trusts (VCT) | Annual Report 2024
Welcome to the Venture Capital Trusts Annual Report 2024, the third in GBI Magazine’s series of focused reports on the tax-efficient sector.…
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Aiming to mitigate inheritance tax, with Charles Stanley’s James Rae
James Rae at Charles Stanley talks about the purpose, benefits and a 5-year AIM rule you may not know about. Arranging a…
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Five reasons VCTs make sense for your clients and your business
Jess Franks, Head of investment products at Octopus Investments Venture Capital Trusts (VCTs) might not be something you recommend every day, but…
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Selling? Retiring? Exiting your business? Register now and earn CPD at the upcoming M&A webinar
Your webinar invitationMergers & Acquisitions (M&A): an outlook for the IFA marketTuesday 27th February 10-11:30 We are delighted to invite you to…
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Merger & Acquisitions (M&A): an outlook for the IFA market
We are delighted to invite you to attend our upcoming webinar, in association with Succession Wealth. Join us on Tuesday 27th February…
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