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A decade of Haatch and the truth behind EIS investment
Haatch’s fund targets the fastest-growing B2B SaaS (Software-as-a-Service) businesses which offer problem-solving solutions. Haatch targets 4-6 companies, focusing on those which use…
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More Than Money: Considerations when selecting an Investment Manager
Clients considering investing in a portfolio of EIS-qualifying companies, managed by a specialist provider, are often daunted by the abundance of offerings…
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Markets in action: learning from the past, planning for the future
Catch up on our recent webinar, in association with Legal and General Investment Management (LGIM). Andrzej Pioch, Fund Manager at LGIM was…
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An outlook for the IFA market, with Succession Wealth
Your webinar invitationMerger & Acquisitions (M&A): an outlook for the IFA marketTuesday 27th February 10-11:30 Join us for an in-depth discussion about…
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Fixed income: the importance of asset allocation
In this analysis, Chris Ainscough, Director of Asset Management, Charles Stanley, walks us through the four main levers for fixed income investing…
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Inheritance Tax Solutions including Business Property Relief and AIM Investment (IHT/BPR/AIM)| Annual Report 2024
Welcome to the Inheritance Tax Solutions (IHT/BPR/AIM) Research Report 2024, the fourth in our series of focused reports on the tax-efficient sector…
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Investing with Haatch’s EIS Fund
With the tax year end firmly in our sights, Haatch has once again highlighted the strength of their EIS Fund, which closes…
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Now you can invest to stop climate change, profitably
Over the past decade, Green Angel Ventures has been leading the way in investment in climate solutions. But what does investment in…
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Blackfinch Ventures launches new materials to raise awareness for EIS Investments
While tax-efficient investments such as the Enterprise Investment Scheme (EIS) have seen a rise in popularity among UK investors, most clients are…
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Oxford Technology’s specialised approach to SEIS and EIS investment
Oxford Technology has specialised in investing in science start-ups since 1983 and in that time has made more than 200 investments. The…

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


