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IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
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Tax-Efficient Investment News
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Puma Investments appoints Jessica Franks as Commercial Director from Octopus Investments
Puma Investments (“Puma”), the Investment Manager, is pleased to announce the appointment of Jessica Franks as its new Commercial Director. Jessica is…
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IHT clients are increasing their use of Business Relief, research shows
Clients planning for inheritance tax (IHT) are increasingly turning to Business Relief (BR) solutions ahead of changes coming into effect from next…
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AIC: Calling for bold Budget action to help VCTs generate even more growth
The Association of Investment Companies (AIC) has called on Chancellor Rachel Reeves to take bold action in her upcoming Budget to foster an investment…
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Nearly half of advisers report clients are cutting pension contributions to invest in IHT solutions
Nearly half (47%) of advisers say clients are cutting pension contributions to invest in inheritance tax (IHT) solutions ahead of the deadline…
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Ask Octopus: “I do” – how to maximise IHT allowances in a marriage
Welcome to your Ask Octopus column, written by Tax Product Specialist at Octopus Investments, Toyin Oyeneyin. This is where, each quarter, we will…
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Triple Point supports Wilson Partners with £35 million to accelerate growth strategy
Triple Point Private Credit announce the expansion of its long-standing partnership with Wilson Partners, a leading accountancy and corporate finance firm, through a £35…
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Octopus Ventures appoints Head of Portfolio Strategy
Octopus Ventures, part of Octopus Group and a pan-European Venture Capital team investing in the people, ideas and industries that will change…
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TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which is front…
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AIC: How to make a British success story even better
In more than a year since the election, fully-fledged pro-growth policies have been thin on the ground, despite an election campaign that…
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EISA: SEIS growth shows opportunity for reform as adviser interest rises
The UK’s early-stage investment landscape is showing renewed momentum with the Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) continuing…
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About Tax-Efficient Investment (TEI) Magazine
Tax-Efficient Investment Magazine (TEI) is a sister title of IFA Magazine, bringing financial advisers and their teams all the latest news and views from the world of tax-efficient and early-stage investments. Whether it’s EIS, SEIS, AIM, VCTs or early stage ventures, we’ve got you covered. We also host regular special TEI episodes of our hit IFA Talk podcast series.
Across our website, regular magazines and podcasts, we feature insights from key industry experts exploring the big issues shaping the tax-efficient and early-stage investment landscape; covering details which impact advisers and their clients alike.
Who we are
Editorially, we aim to highlight the value of tax-efficient investments and alternative early-stage investment opportunities. We shine a light on the contribution these types of investments make to society, the economy and business ownership, in addition to the tax advantages for clients who may benefit from having such investments as part of their overall portfolio.
We also focus on the higher risk nature of such investments as well as balancing the need for tax-efficiency along with long term capital growth and/or income which they can deliver.
One of our primary objectives is to support advisers’ technical knowledge of these investments, including raising awareness of the potential benefits – and risks – to their clients.
Find out more about the team below.