Peter Carey
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Venture Capital Trusts (VCT) | Annual Report 2023
Welcome to the ‘Venture Capital Trusts Report 2023’ the third in our series of focused reports on the tax efficient sector. Our…
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Why are experts suggesting EIS needs to be at least 5% of your portfolio?
Recent research demonstrates that increasingly, EIS is being seen as a crucial part of an IFA’s portfolio, and should necessitate at least 5%…
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Three strategies to deal with market volatility
Several major global events – including most recently the coronavirus pandemic and the Russia/Ukraine situation – have prompted investors to flee financial…
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Enterprise Investment Schemes (EIS) | Annual Report 2023
Welcome to the ‘Enterprise Investment Scheme Report 2023’, the second in our series of focused reports on the tax efficient sector. The…
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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CPD opportunity – How the major asset classes will unfold in 2023
We are delighted to invite you to attend our upcoming webinar in the Multi-Asset space. Join us on Wednesday 1st February as we sit down…
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Why SEIS can prove a crucial tool during tax-year end season
SEIS can prove a crucial tool during this important tax-year end season – your clients can claim SEIS Income Tax relief at…
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The substantial tax benefits of SEIS
SEIS investors can enjoy substantial tax benefits as noted above. The UK government took the view that tax reliefs of this level…
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Upcoming webinar opportunity: How the major asset classes will unfold in 2023
We are delighted to invite you to attend our upcoming webinar in the Multi-Asset space. Join us on Wednesday 1st February for an in-depth discussion…
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HoxtonAi – The Company Revolutionising Occupancy Solutions
Tracking occupancy data is key to understanding customer behaviour, improving sales processes and informing key business metrics. HoxtonAi provides a low-cost, self-install solution…
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