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How is loss relief impacting S/EIS investments?
If EIS shares are sold at a loss (after income tax relief), the loss can offset capital gains or income in the…
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Adapting to the new retirement income landscape
By Andrew Lewis, Brooks Macdonald As the Senior Investment Director, Head of Wales and South West at Brooks Macdonald, I work to…
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The Venture Capital Trust scheme celebrates its 30th birthday
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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Ten signs it’s time to sell your IFA firm
Is now the right time to sell your IFA business? With the IFA market currently experiencing high valuations and strong demand, deciding…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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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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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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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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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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Mortgage Business Expo 2025
Talk face-to-face with leading lenders and learn first-hand from the Experts at the free to attend Mortgage Business Expo being held on…

IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.









