Intelligent Partnership. CPD accredited research, training & events on Alternative Investments for #IFAs & #WealthManagers. #EIS #BPR #VCT #P2P #CrowdFunding
Joined August 2009
- Tweets 7,700
- Following 2,579
- Followers 1,781
- Likes 592
4,047 Photos and videos
24 Apr 2023
With traditional investment becoming increasingly unattractive in terms of taxes, what does 2023 hold for VCTs?
Find out more in our VCT Industry Update 2023: ow.ly/p8kQ50NwUMr
#VCT #CPD #VCTupdate2023 #growth #incometax #investing #diversification
1
91
24 Apr 2023
The Spring Budget 2023, was keenly awaited following the turmoil that the last attempt at a budget created – now that we know what is in it, how do you think it will impact the tax-advantaged sector?
Find out here: ow.ly/Y8J450NOOEK
#growth #CPD #BRupdate2023 #IHT #BR
1
86
21 Apr 2023
Will 2023 be the 14th year of positive returns? The @AICPRESS’s Nick Britton has written a compelling review of VCT’s last year and given some thought to what to expect this year: ow.ly/HpTX50NpWZ9
#VCT #CPD #VCTupdate2023 #growth #incometax #investing #diversification
45
21 Apr 2023
Our new update of the BR market delves into the changes in relevant regulations and policies, new developments and opportunities in this tax-advantaged market: ow.ly/oL8C50NNN3x
#growth #CPD #BRupdate2023 #IHT #diversification #estateplanning
22
20 Apr 2023
Despite the economic gloom, investors are showing no signs of holding back on the latest VCT offers, as fundraising remains robust ahead of the end of the tax year.
You can find out more in our VCT Industry Update 2023: ow.ly/llkK50NzCZH
#VCT #CPD #VCTupdate2023
37
20 Apr 2023
Join a panel of industry experts hosted by @Octopus_UK looking to unpick how crucial it is for families to understand #IHT implications and why #BR qualifying investments are an important tool to have in an advisers’ estate planning toolkit: ow.ly/XyjV50NLw2c
#BRupdate2023
41
19 Apr 2023
The anti-greenwashing rules are part of a broader set of new rules introducing the Sustainability Disclosure Requirements and investment labels. How do they mesh with the Consumer Duty legislation?
Find out in our EIS Industry Update: ow.ly/NOlX50NmpUn
#CPD #EISupdate2023
40
19 Apr 2023
#AIM has been in operation for almost 30 years and over that time has gone from strength to strength. But what attributes make AIM investments a useful tool in an investor’s kit?
Find out more here: ow.ly/XJ7k50NLvMk
#growth #BRupdate2023 #IHT
25
18 Apr 2023
With the government reducing tax exemptions for dividend and capital gains tax, investors are looking for alternative ways to maximise their returns.
Ideally positioned, VCTs are expected to see a surge in investment in 2023: ow.ly/TH3N50NzCPh
#VCT #CPD #VCTupdate2023
46
18 Apr 2023
Our just published Business Relief update explores the current landscape of #BR, including the impact of the recent budgetary changes as well as the current opportunities and challenges faced by business owners looking to make use of this relief: view.ceros.com/intelligent-p…
#growth
1
42
17 Apr 2023
Starting in April, investors may have to search for alternative methods of achieving tax efficiencies, as the exemptions for capital gains tax are set to decrease: ow.ly/zUEI50Nl1ms
You can also claim up to two hours #CPD for reading the report
#EIS #growth #EISupdate2023
36
14 Apr 2023
With traditional investment becoming increasingly unattractive in terms of taxes, what does 2023 hold for VCTs?
Find out more in our VCT Industry Update 2023: ow.ly/p8kQ50NwUMr
#VCT #CPD #VCTupdate2023 #growth #incometax #investing #diversification
43
13 Apr 2023
There are innovative ways in which EIS investors can profit from small businesses driving the switch to net-zero.
Find out about your options in our EIS Industry Update for Q1 202: ow.ly/QFrJ50NbSxy
#growth #CPD #EISupdate2023 #incometax #cgt #investing #diversification
2
74
13 Apr 2023
How can the #AIM be used as a tool for tax planning in the context of #BR investments?
That is the question that @PumaInvestments’ Joseph Cornwall set out to answer in his thought-provoking thought leadership piece: ow.ly/exVL50NGPX4
#growth #BRupdate2023 #IHT
43
12 Apr 2023
In the tax year 2021 to 2022, the amount of investment raised by VCTs increased year on year.
What can investors expect of these consolidated and diversified VCT portfolios in 2023?
Find out here: ow.ly/O41S50Nr9vs
#VCT #CPD #VCTupdate2023
32
12 Apr 2023
Opposites attract - or do they?
Oil and water repel. Yin and Yang are – Yin and Yang. Some investors want the best of both worlds - the excitement of a growth stock, but the reliability of a value approach: ow.ly/tNB850NFPJw
#growth #BRupdate2023 #IHT #AIM #investing
42
11 Apr 2023
Are you exploring #ESG and sustainable investment goals in your advice process?
If not, or if you’re not demonstrating that you are, you could be caught out by new regulation. Find the solution in our EIS Industry Update: ow.ly/ciCR50NzCrK
#growth #EISupdate2023 #CPD
25
11 Apr 2023
Will 2023 be the 14th year of positive returns? The @AICPRESS’s Nick Britton has written a compelling review of VCT’s last year and given some thought to what to expect this year: ow.ly/HpTX50NpWZ9
#VCT #CPD #VCTupdate2023 #growth #incometax #investing #diversification
75
6 Apr 2023
What can EIS investors expect of the rest of 2023?
Find out in our just published EIS Industry Update for Q1 2023: ow.ly/igIE50NpXEx
You can also claim up to two hours CPD for reading the report.
#growth #CPD #EISupdate2023 #regulation #taxadvantaged #diversification
24
6 Apr 2023
Despite the economic gloom, investors are showing no signs of holding back on the latest VCT offers, as fundraising remains robust ahead of the end of the tax year.
You can find out more in our VCT Industry Update 2023: ow.ly/llkK50NzCZH
#VCT #CPD #VCTupdate2023
28