Peter Carey
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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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Enterprise Investment Scheme (EIS) | Annual Report 2024
Welcome to the Enterprise Investment Scheme Annual Report 2024, the second in GBI Magazine’s series of focused reports on the tax-efficient sector.…
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Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024
We are delighted to bring you the first part of our serialised annual report series, covering the essentials of investment in SEIS.…
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All you need to know about markets in November in 5 minutes
November was a positive month for both equity and bond markets. In this week’s episode of #AskTheFundManager, Pavesh Sehmar and Baylee Wakefield…
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BitBaby: SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazine we are showcasing the most innovative and ground-breaking companies…
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Webinar – A smoother design for a With Profits fund (earn CPD)
The Wesleyan With Profits Growth Fund was designed with two particular objectives in mind. One was to make sure the design worked…
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Why do advisers use platforms? CPD webinar opportunity
In the current climate, advisers typically use platforms for about 80% of their business, which is a historic change to how the…
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