Tax-Efficient Investment
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Liability to inheritance tax following pension fund transfer
The transfer of emphasis from strict compliance with the tax rules as drafted, to include intention was reinforced with this latest judgement…
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Haatch Ventures: Investing in the future
EIS Next Close Date 31st October Haatch was founded by Scott Weavers-Wright, Elaine Weavers-Wright and Fred Soneya in September 2013, Haatch Ventures…
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Why VCTs remain popular with high-earning clients
Restrictions on pension contributions have left many clients looking for additional tax-efficient ways to invest towards their retirement. As such, they have…
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Another 8x exit for Mercia EIS fund
There’s some interesting news from Mercia Asset Management, the proactive specialist asset management business which provides venture, private equity or debt finance…
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Upcoming event: Maximising the tax planning opportunities in your client bank
For professional advisers and paraplanners only. Tune in to the Octopus tax planning special on Thursday November 5 at 10am. Hear from…
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Don’t miss this tax planning event from Octopus
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Do you have clients impacted by legislation, such…
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People Behind the Product: Pippa Gawley, Zero Carbon Capital
What is the most rewarding aspect of your role? It’s definitely working with the startups in which we are investors. It’s so…
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People Behind the Product: Matthew Steiner, Stellar Asset Management
What is the most rewarding aspect of your role? Working with advisers and encouraging those who haven’t been active in this space…
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People Behind the Product: Ewan Lloyd-Baker, Seismic Venture Partners
What is the most rewarding aspect of your role? I love the fact that I get to bring together the main three…
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People Behind the Product: Scott Weavers-Wright, Haatch Ventures
What is the most rewarding aspect of your role? Meeting similar folks to me. It’s exciting to discover people who share the…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
