Tax-Efficient Investment
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2026: A pivotal year for VCTs
Jon Prescott, Partner at PXN Investments, explores why the April 2026 rule changes are reshaping adviser conversations on Venture Capital Trusts. From…
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Could changes to VCT tax relief hit UK scale-ups?
Investors are reportedly rushing to secure Venture Capital Trust (VCT) allocations amid speculation the 30% income tax relief could be reduced. Industry…
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How tax-efficient investing is being reshaped for 2026 and beyond
As tax-efficient investing moves into a new phase, advisers are being asked to navigate a far more complex mix of policy change,…
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Unicorn AIM VCT bumper £20million offer fully subscribed triggering over-allotment
Unicorn AIM VCT has announced that its current offer to raise £20 million has been 90% subscribed. The board has decided to…
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VCTs in a higher-tax, lower-growth world
For decades, the financial adviser’s toolkit for high-net-worth clients relied on a familiar tripod: pensions for the long term, ISAs for flexibility,…
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Mercia’s Northern VCTs raise record £80.0million
Mercia Asset Management PLC’s three Northern Venture Capital Trusts (Northern VCTs), which form part of Mercia’s third-party funds under Management (FuM), have…
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Beat the clock: the two VCTs to buy before the tax relief axe
Investors wishing to invest in venture capital trusts (VCTs) before the end of the tax year may need to act swiftly. Several…
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Don’t leave it late: Smart ways to prepare for tax year end
As we approach tax year end, advisers will no doubt be working hard to make sure their clients have made the most…
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TEI Podcast #12: Unpacking last-minute BR allowance changes and the complex estate planning landscape, with Octopus Investments’ Toyin Oyeneyin
In this month’s special Tax-Efficient Investment edition of IFA Talk, in partnership with Octopus Investments, we’re focusing on the last-minute changes to…
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SyndicateRoom reports 10x surge in investor interest for EIS and SEIS tax carry-back options
SyndicateRoom, the data-driven venture capital fund manager, has recorded a tenfold (10x) increase in investor enquiries specifically targeting ‘carry back’ tax relief…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
