IFA and GBI Magazine are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BPR/AIM) into this 300+ page report which we believe...
Annual Reports
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. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks, and will be combined into our annual Tax...
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 is the fourth in the series of reports revisiting the world of Managed Portfolio Services and looks to provide...
Sustainable Investment Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Sustainable Investment Research Report 2023. This report provides a detailed look into the world of ESG Sustainable Investment with key information provided by leaders in the space such as...
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Investment Platform Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Platform Research Report 2023. The report provides a detailed...
Tax Efficient Investment Sector Research | Annual Report 2023
IFA and GBI Magazine are delighted to present the Tax Efficient Investment Sector Research Report 2023. Following the success of our...
Inheritance Tax Solutions including Business Relief Research Report 2023 (IHT/BR) | Annual Report 2023
Welcome to the ‘Inheritance Tax Solutions including Business Relief Research Report 2023’ the fourth in our series of focused reports on...
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 four...
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...
Seed Enterprise Investment Schemes (SEIS) | Annual Report 2023
We are delighted to bring you the first part of our serialised report series covering the essentials of investment in SEIS. The series...
IFA Magazine presents the Managed Portfolio Services Research Report 2022/23
We are delighted to announce that our comprehensive annual MPS report is now available to our...
Platform Research Annual Report (2022)
IFA Magazine is delighted to present the latest in our Annual Report Series, the Platform Research Report 2022. Written by our colleague...
Enterprise Investment Schemes (EIS) | Annual Report 2022
Welcome to our Annual Report 2022 on EIS and SEIS investments. This year we commissioned Tony Catt, the leading compliance expert, to...
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