Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts.
We kick things off with the second part of our interview series with Jenson’s Sarah Barber. This time, Sarah explains the importance of ESG funds and discusses the need for increased diversity in the Venture Capital market.
Next, we bring you a sneak peek at our exclusive interview series, where we speak to representatives at many of the UK’s biggest investment companies operating in the tax-efficient investment space, to find out more about the growth opportunities and risks of tax-efficient investments. In this issue, read our interviews with Blackfinch Ventures’ Nic Pillow and Octopus Investments’ Jess Franks.
After that, our very own Jenny Hunter shares her insight into business relief qualifying investments and discusses whether they are just for IHT planning. She also outlines the potential peaks and pitfalls of BR investments.
As if that wasn’t enough, this issue also features an in-depth interview with MICAP’s Mark O’Donnell, who provides his expert views on VCTs and the opportunities they provide. We’ve also spoken to Mark on our GBI Podcast recently if you want to hear more detail about using VCTs with your clients. As always, this issue brings you a selection of tax-efficient investment opportunities with our Open Offers section, all of which are available to your clients now.
We hope you enjoy this issue of GBI Magazine and we wish you well in this busy time ahead of April 5th as the 2023/24 tax year comes to an end.
Alex Sullivan
CEO and Managing Partner
