As we approach the close of another year, we are pleased to bring you the final edition of GBI Magazine for 2024. Throughout the year, we have explored the most pressing and relevant topics in tax-efficient investments, and this issue is no exception. Following the much-anticipated Autumn Budget, we delve into its implications for tax-efficient investment strategies, alongside a range of other critical insights for financial advisers.
This issue begins with a feature from Guinness Ventures, who recently raised £10 million for the Guinness VCT, with an additional £5 million over-allotment facility. This presents a prime opportunity for investors seeking to support high-growth UK companies through the Venture Capital Trust (VCT) scheme. We explore how this new fundraising initiative aligns with the increasing demand for tax-efficient investment vehicles.
Next, we present the results of our latest survey, conducted in partnership with Charles Stanley. We asked financial advisers for their perspectives on AIM Inheritance Tax (IHT) planning solutions and whether their adoption has evolved in recent years. The findings provide valuable insights into the ongoing trends and shifting attitudes towards AIM IHT planning.
In a feature on the Enterprise Investment Scheme (EIS), Ed Prior, Head of Investor Services at SFC Capital, shares his expertise on why SEIS and EIS have become cornerstone schemes for investors. He outlines the advantages of EIS, what makes a strong EIS fund, and the opportunities it provides for both investors and growing businesses.
Following the recent Autumn Budget announcement on October 30, we bring you expert commentary on how the proposed changes could impact tax-efficient investment strategies. A panel of industry professionals share their analysis on the key takeaways from the Budget and offer their outlook for the year ahead.
We’re also pleased to present an exclusive interview with Chris Lewis, Chair of the Venture Capital Trust Association (VCTA). In this conversation, Chris reflects on the evolution of the VCT sector over the past three decades, and discusses the VCTA’s key priorities as it looks towards the future of the industry.
Lastly, we highlight Octopus Ventures’ EIS services, which support founders working to drive meaningful, positive change in the world. This is an excellent example of how EIS can be used to back impactful, high-potential companies.
As always, we include a selection of tax-efficient investment opportunities in our Open Offers section, providing you with current options available for your clients. Here at GBI Magazine, we hope you find this issue both informative and thought-provoking. We look forward to bringing you more in-depth analysis and exclusive content in 2025.
To stay updated on the latest developments in tax-efficient investments, visit our website (https://ifamagazine.com/gbi-great-british-investments/)
Matt Williams
GBI Magazine Editor
