Welcome to the Tax Efficient Investments Research Report 2025, the fourth and final instalment in IFA/GBI Magazine’s 2025 focused report series on the tax-efficient sector.
Building on the success of our previous reports in this series, we have incorporated the key schemes (EIS, SEIS, VCT, and IHT/BPR/AIM) into this comprehensive report, which we believe will serve as a valuable resource for advisers. This document is not only relevant as we approach the end of the tax year but will function as a year-round guide for strategic client planning. Included within are the latest industry insights from leading experts, including Foresight, Blackfinch Ventures, Parkwalk Advisors, and SFC Capital.
The series was designed to focus on each scheme individually, providing key information necessary for advisers to consider these schemes within a diversified portfolio. The full report outlines the advantages and disadvantages of investing in each scheme, offering clarity on what can often be a complex balancing act for clients between tax relief, risk, and reward.
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