Hello, and welcome to another issue of GBI Magazine, the first in this new tax year! This issue brings you the latest news from the tax-efficient space, plus two exclusive interviews with industry experts.
We start things off with an insightful piece from Deepbridge, who provide their expert views on creating a lasting legacy through investments. In this piece, Olivia Drinnan, Marketing Director at Deepbridge Capital, explores the benefits of legacy in investing. She also explains the dual benefit of Business Relief investments and discusses the ethical considerations.
Next, we bring you the first of two exclusive interviews with industry experts, starting with James D’Mello, Head of IFA Distribution at Fuel Ventures. With a new tax year underway, James shares his outlook for the year ahead and reveals the key lessons learnt from the 2023-24 tax year. He also discusses the effect of the upcoming general election on investing.
We follow that up with another interview, this time with David Lane, Partner and Technical Director at LGT Wealth Management. He shares some advice to advisers for the new tax year and weighs in on the upcoming general election.
After that, we have some fascinating market data from HMRC, which revealed a 15% year-on-year fall in EIS funding in 2022/23.
Lastly, find out more about how the Association of Investment Companies (AIC), has recently simplified its VCT sectors following a sector review.
As ever, this issue brings 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 and look forward to bringing you more content as the new tax year rolls on! But don’t forget, you can follow all our latest updates on tax-efficient investments right here on GBI Magazine.
Alex Sullivan
CEO and Managing Partner
