Peter Carey
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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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Business Sale – IFA and Wealth Management Business
Instructed by the Directors Interest is invited in acquiring the assets of a wealth and financial management and advisory business. Further information, behind a Non-Disclosure Agreement, offered…
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Webinar: A With Profits Fund with a difference (CPD opportunity)
We are delighted to invite IFA Magazine readers to view this recorded webinar, hosted by Wesleyan, about their smoothed With Profits Growth…
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Umii, SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazinewe are showcasing the most innovative and ground-breaking companies backed…
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Managed Portfolio Services (MPS) | Annual Report 2023/24
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for financial advisers. This report…
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