Tax-Efficient Investment
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Puma Investments appoints Jessica Franks as Commercial Director from Octopus Investments
Puma Investments (“Puma”), the Investment Manager, is pleased to announce the appointment of Jessica Franks as its new Commercial Director. Jessica is…
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IHT clients are increasing their use of Business Relief, research shows
Clients planning for inheritance tax (IHT) are increasingly turning to Business Relief (BR) solutions ahead of changes coming into effect from next…
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AIC: Calling for bold Budget action to help VCTs generate even more growth
The Association of Investment Companies (AIC) has called on Chancellor Rachel Reeves to take bold action in her upcoming Budget to foster an investment…
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Nearly half of advisers report clients are cutting pension contributions to invest in IHT solutions
Nearly half (47%) of advisers say clients are cutting pension contributions to invest in inheritance tax (IHT) solutions ahead of the deadline…
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Ask Octopus: “I do” – how to maximise IHT allowances in a marriage
Welcome to your Ask Octopus column, written by Tax Product Specialist at Octopus Investments, Toyin Oyeneyin. This is where, each quarter, we will…
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Triple Point supports Wilson Partners with £35 million to accelerate growth strategy
Triple Point Private Credit announce the expansion of its long-standing partnership with Wilson Partners, a leading accountancy and corporate finance firm, through a £35…
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Octopus Ventures appoints Head of Portfolio Strategy
Octopus Ventures, part of Octopus Group and a pan-European Venture Capital team investing in the people, ideas and industries that will change…
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TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which is front…
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AIC: How to make a British success story even better
In more than a year since the election, fully-fledged pro-growth policies have been thin on the ground, despite an election campaign that…
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EISA: SEIS growth shows opportunity for reform as adviser interest rises
The UK’s early-stage investment landscape is showing renewed momentum with the Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) continuing…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
