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Merger & Acquisitions (M&A): an outlook for the IFA market. Meet the webinar panellists
We are delighted to invite you to attend our upcoming webinar, in association with Succession Wealth. Your webinar invitationMerger & Acquisitions (M&A):…
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Venture Capital Trusts (VCT) | Annual Report 2024
Welcome to the Venture Capital Trusts Annual Report 2024, the third in GBI Magazine’s series of focused reports on the tax-efficient sector.…
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The Foresight Technology VCT – Portfolio Spotlight – Refeyn
The Foresight Technology VCT (“FWT VCT”) offers investors the opportunity to gain exposure to an exciting portfolio of early-stage companies, developing disruptive…
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Using smoothed With Profits: practical solutions for your clients
How can using smoothed With Profits help deliver effective financial planning solutions for your clients? Wesleyan have introduced a modern version of…
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Aiming to mitigate inheritance tax, with Charles Stanley’s James Rae
James Rae at Charles Stanley talks about the purpose, benefits and a 5-year AIM rule you may not know about. Arranging a…
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Five reasons VCTs make sense for your clients and your business
Jess Franks, Head of investment products at Octopus Investments Venture Capital Trusts (VCTs) might not be something you recommend every day, but…
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Investing with Blackfinch in the current landscape, with Head of Ventures Dr. Reuben Wilcock
In this exclusive interview with GBI Magazine, Blackfinch‘s Dr Reuben Wilcock discusses the company’s journey to becoming one of the most active…
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Navigating early-stage investments with confidence, according to Jenson’s CEO Sarah Barber
In this exclusive interview with GBI Magazine, Jenson Funding Partners’ Sarah discusses the company’s approach to early-stage investing. Barber outlines the impact…
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How can smoothed With Profits investments support multiple client scenarios?
In a series of four case studies, Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Selling? Retiring? Exiting your business? Register now and earn CPD at the upcoming M&A webinar
Your webinar invitationMergers & Acquisitions (M&A): an outlook for the IFA marketTuesday 27th February 10-11:30 We are delighted to invite you to…
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