Discount fees for advisers and wealth managers
Dermot Campbell, chief executive of Kuber Ventures, takes a closer look at the changing landscape for adviser due diligence on tax-efficient investment products.
Dermot Campbell, chief executive of Kuber Ventures, takes a closer look at how technology can help advisers assess tax-efficient investment products.
Investment Week is pleased to announce the winners for our brand new Tax Efficiency Awards 2016/17, designed to recognise the most forward-thinking providers in the areas of VCTs, EIS and BPR/IHT.
Chancellor Philip Hammond has announced plans to help British technology start-up companies by "injecting an initial £400m into venture capital funds".
Changes in legislation and increased focus by HM Revenue & Customs on types of investment within the enterprise investment scheme (EIS) sector have exposed a big dichotomy in the market - and it comes down to a question of risk, writes Kuber Ventures...
Recognise forward-thinking providers
Access to EISs, VCTs and AIM-listed companies
Initial fund raising target of £10m
Reward forward-thinking providers
Awards on 24 November
In response to investor demand
Follows record inflow into Titan VCT
Sector raises largest amount since 2006
2015 Budget measures affected offer numbers
To be introduced in Finance Bill 2016
Due to changes announced in Budget
Also aimed at re-structuring of specialist aerospace
Innovations in IHT planning have contributed to the popularity of certain stocks on AIM over the past 12 months, but could managers be entering bubble territory without realising?
Changes to tax rules made in last year's Budget
Open to investors this year
Multiple VCTs now less attractive