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How strong is the VCT market?
VCTs have proven resilient in the face of broader economic headwinds that have impacted the venture capital ecosystem around the world. The…
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Why is EIS and SEIS so important in 2024?
The Enterprise Investment Scheme and Seed (SEIS) continue to play fundamental roles in supporting some of the most exciting new businesses and…
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Our platform, your springboard – the Aviva Platform
The Aviva Platform offers a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs…
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Markets in action – learning from the past, planning for the future
How can past market events shape future thinking? Two IFAs and one fund manager came together to discuss the investment opportunities and…
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Do VCTs prove to be a worthy investment?
Over the past three years, unquoted VCT companies have increased sales by 62.5%. Exits from successful VCT backed businesses have valued those…
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Broadening the VC market and the importance of ESG funds according to Jenson’s Sarah Barber
In the second part of this exclusive interview series with GBI Magazine (click here to read the first part), Jenson Funding Partners’…
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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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What is Business Property Relief?
Introduced in 1976 and updated in 1984, BPR (commonly termed Business Relief) is part of IHT law and is a statutory relief…
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Tailored discretionary services: Skilfully bridging the gap and delivering for clients
Rebecca Stein, Head of Tailored Discretionary, Charles Stanley, tells us about the group’s Tailored Discretionary Managed service and why it’s ideally placed…
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Smoothing, simplified. We learn from LV’s Head of Wealth Proposition, Kirsty Wright, why smoothed funds could be the ideal investment solution to help you to provide clients with some peace of mind.
What is the LV= Smoothed Managed Fund range? The LV= Smoothed Managed Funds are a range of five multi-asset funds, which benefit…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
