Tax-Efficient Investment
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Avoiding the cost of IHT uncertainty: how Business Relief can make a meaningful difference
Recent Budget announcements have brought inheritance tax (IHT) and estate planning into sharp focus for a much larger proportion of the population.…
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Defined contribution pension estates shake-up boosts onshore investment bond use
The inclusion of unused defined contribution (DC) pension funds in estates is shaking up advice and boosting the use of onshore investment…
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Calculus leads £3m investment round into Edify
Calculus announces a £2.5m investment into Edify, the AI-powered operations platform built for quick service restaurants (QSRs) and hospitality chains. The investment…
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British Business Bank commits £50m to Longwall Fund 4
The British Business Bank has announced a cornerstone commitment of up to £50m to Longwall Venture Partners LLP’s (Longwall) latest fund, Longwall…
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VCT reforms: An opportunity or a setback for investors?
In this exclusive interview with Tax-Efficient Investment (TEI) Magazine, Peter Hicks, research analyst at Chelsea Financial Services, joins us to share his insights on VCTs. Peter…
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MICAP: VCTs, market trends and the impact of reduced tax relief
Harry Morrison, Investment Analyst & Panel Consultant at MICAP, part of Defaqto, examines VCT fundraising during the 2025/26 tax year. He highlights the…
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HMRC unveils 2024-25 VCT figures, industry experts react
Yesterday, HMRC released both the 2024-25 EIS and SEIS figures and the Venture Capital Trust (VCT) figures. The latter of which rose modestly…
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Wealth Club reacts to 2024-25 EIS, SEIS and VCT figures
Yesterday morning, HMRC released the 2024-25 EIS and SEIS figures, which showed a consistent level in funding from previous years. They also…
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Industry experts respond as HMRC releases 2024-25 EIS/SEIS figures
This morning, HMRC released the 2024-25 EIS and SEIS figures. The HMRC data shows that funding has remained consistent, with the figures almost…
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EIS, IHT and adviser opportunities in the new tax year
In this exclusive interview with Tax-Efficient Investment (TEI) Magazine, Christiana Stewart-Lockhart, Director General of the EIS Association, joins us to share her…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
