Priscila Parente
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Broadening the VC market and the importance of ESG funds according to Jenson’s Sarah Barber
In the second part of this exclusive interview series with GBI Magazine (click here to read the first part), Jenson Funding Partners’…
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Are business relief qualifying investments just for IHT planning?
After we delved into EIS and VCTs in previous editions, we now turn our stare to BR qualifying assets. We take a…
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What is Business Property Relief?
Introduced in 1976 and updated in 1984, BPR (commonly termed Business Relief) is part of IHT law and is a statutory relief…
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Tailored discretionary services: Skilfully bridging the gap and delivering for clients
Rebecca Stein, Head of Tailored Discretionary, Charles Stanley, tells us about the group’s Tailored Discretionary Managed service and why it’s ideally placed…
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Tax year-end planning and why Tech Matters with M&G Wealth’s Les Cameron
With busy end-of-tax-year planning underway for advisers and paraplanners, having the right technical support on hand can be crucial. With that in…
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Four questions to ask a VCT manager
Jessica Franks, Head of Investment Products If you’re researching Venture Capital Trusts (VCTs) for your clients and delving deeper into VCT managers,…
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How does Inheritance Tax affect clients and their investments?
Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who has passed away. Typically, there is…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
