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GBI 43 | The changing landscape of inheritance tax | March 2024

by | Feb 19, 2024

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Hello, and welcome to the second issue of GBI Magazine for 2024! As we move ever closer to the tax year end, we’ve got another jam-packed magazine to keep you up to date on the latest developments. This issue features several exclusive interviews, plus the latest news from the industry.

We start off with an interview with James Rae from Charles Stanley. This exclusive insight into inheritance tax reveals plenty of useful information on the benefits of AIM investment.

Next, we bring you a Q&A with Foresight Group’s Andrew Bloxam. In this exclusive interview, Andy talks us through Foresight Group’s involvement in VCT technology investment and why he believes it’s an exciting time to be investing in the sector.


As if that wasn’t enough, this issue also features the first instalment of a two-part interview series with Jenson’s Sarah Barber, where she describes the company’s role in the industry and explains the recent dip in popularity for ESG funds.

Next, Calculus’ Madeleine Ingram explains how you can tackle tax planning with EIS and knowledge-intensive funds, outlining the benefits of these methods. 

We follow that up with news from Defaqto, who have launched their new Star and Diamond ratings for AIM and Unlisted Business Relief services. These have been added to their existing suite of product ratings, following their acquisition of MICAP in July 2023.


Lastly, HW Fisher’s Stevie Heafford shares her thoughts on the IHT receipts collected by HMRC in December. This brought the total collected between April and December 2023 to £5.7 billion, £0.4 billion higher than the same period in 2022.

As ever, we bring you a selection of tax-efficient investment opportunities with our Open Offers section, all of which are available to your clients now.

We hope you enjoy this issue of GBI Magazine!


Alex Sullivan 
CEO and Managing Partner

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