Peter Carey
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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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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…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
