Tax Efficiency
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Downing: Probate delays force clients to cash in investments, adviser research shows
Clients affected by delays in granting probate are being forced to cash in investments and savings to bridge the gap, new research*…
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HMRC set to raise £110m annually by cutting IHT relief on AIM shares
HMRC has confirmed that it expects to raise at least an additional £110m* in Inheritance Tax (IHT) per year by reducing the…
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How tariffs and a global recession could impact EIS and VCT investments
In the face of rising global economic uncertainty, financial advisers are increasingly being asked: “What does this mean for investments into EIS…
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VCTA: The exclusive role VCTs play in reinforcing the UK economy
The Venture Capital Trust Association (VCTA) is the industry body representing twelve of the largest venture capital trust managers in the UK.…
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Triple Point and Noriker Power’s new £15 million debt facility accelerates UK & Ireland battery storage development
Triple Point, the purpose-led investment manager, and Noriker Power, a leading independent energy developer and integrator, have today announced a £15.0 million…
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Maven appointed as investment manager of Amati AIM VCT
The Board of Amati AIM VCT plc, a £105 million venture capital trust (VCT), has announced the appointment of Maven Capital Partners…
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Downing: More than half of advisers would value support from specialist IHT providers
Advisers are increasingly looking for support on Inheritance Tax (IHT) planning as client demand for advice increases, new research* from investment manager…
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Albion Capital comments as 2024/25 VCT fundraising hits 3rd highest total on record
Following the recent oversubscription across Albion Capital’s VCT offerings, their Managing Partner William Fraser-Allen has shared his comments on the latest industry milestone: £895 million raised this…
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Ask Octopus #1: How effective is gifting as an estate planning strategy?
Welcome to our new Ask Octopus column, written by Tax Product Specialist at Octopus Investments, Toyin Oyeneyin. This is where, each quarter,…
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Maven supports Bedford-based Sunset Commercial via Midlands Engine Investment Fund II
Sunset Commercial Finance Limited (“Sunset Commercial”), a Bedford-based financial brokerage, has secured a six-figure funding package from the Midlands Engine Investment Fund…
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