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GBI Podcast
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Jenson Ventures: Unlocking the Power of EIS Carry-Back Relief – A Strategic Approach to Tax-Efficient Investing
In the complex world of tax-efficient investing, the Enterprise Investment Scheme (EIS) stands out not just for its generous reliefs, but for…
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Who’s been IFA TALKing? A snapshot of February’s must-listen podcasts for financial advisers
February has been a busy month in the IFA Talk studio as we reflect on recent conversations with many great guests sharing…
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TYE 2025: George Clelland at Puma Investments explores how VCTs can mitigate income tax on pension withdrawals
George Clelland, Investment Product Manager at Puma Investments, explores how VCTs can be a powerful tax planning tool for retirees, helping to…
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Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with Mark Devlin, M&G
In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers…
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Is the energy transition the next big opportunity for investors?
The global shift from fossil fuels to sustainable energy is one of the most significant economic transformations in recent history. The UK,…
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The Venture Capital Trust scheme celebrates its 30th birthday this year
This year, the Venture Capital Trust (VCT) scheme is celebrating its 30th birthday. Over the past three decades, VCTs have played a crucial…
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Maven announces multi-million investment in Newcastle fintech Kani Payments
Maven Capital Partners has led a multi-million investment into Newcastle based fintech specialist, Kani Payments. The funding will support the development of…
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Tax Year End planning tips for VCTs, according to Kristy Barr at Octopus Investments
At this time of year, it pays to think about broader tax scenarios, and this is where advisers can really add value…
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TYE 2025: Andy Bolden from 7IM is thinking a little outside the box in the run-up to tax year-end
With a change of Westminster government last year and a tax-raising budget in the autumn, many investors and clients are looking more…
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Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 with BNY Investments’ Richard Parkin
Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income…
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IFA Talk Podcast – listen to the latest episode
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How will VCTs contribute to AI development?
VCTs often invest in AI startups during their formative stages, helping them develop and scale their operations. This support is crucial in…
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I&P Podcast #10: What is driving increased demand and strong growth in income protection? With Shelley Read of Royal London
In this episode of IFA Talk, we explore the rising demand for income protection and what is driving its strong growth over…
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How did the Autumn Budget impact the future of EIS/SEIS?
Changes made in the 2024 Autumn Budget have sparked renewed interest in EIS and SEIS, but there is still much work to…
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Albion Capital: Unlocking Venture Capital Trusts (VCTs) – the essentials in brief
Venture Capital Trusts (VCTs) have been a cornerstone of UK innovation for three decades, fueling the growth of thousands of early-stage companies.…
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Why have 90% of female angel investors never discussed ElS with their financial advisers?
Recent research by EISA and Beauhurst revealed that almost 50% of UK Unicorns, including Deliveroo, Revolut, and Zoopla, received investment through the…
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MICAP’s Mark O’Donnell explains why VCTs represent a vital yet underutilised investment opportunity for advisers
With 30 years of history and £11 billion raised, Venture Capital Trusts (VCTs) remain underutilised. Mark O’Donnell from MICAP (part of Defaqto)…
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Tax Efficient Investments Research | Annual Report 2025
Welcome to the Tax Efficient Investments Research Report 2025, the fourth and final instalment in IFA/GBI Magazine’s 2025 focused report series on the tax-efficient sector.…
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VCT’s, adjustments to CGT and pensions, benefits and risks of VCT and EIS schemes – industry professionals share their insights
At GBI Magazine, we once again aimed to determine the industry’s thoughts on range of topics that are widely being discussed within…
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A new era for VCTs amid budget tax changes
Post-budget tax reforms and frozen allowances are reshaping investor sentiment, driving interest in Venture Capital Trusts. Offering tax-efficient planning opportunities, in the…
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Podcast #108: Three ways IFAs can enhance their advisory portfolios – with Collidr’s Symon Stickney
Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house, the challenges are different.…