Coronavirus – Implications on the TAI market

Broader Market Implications During periods of market volatility, there is evidence to suggest that that investors take a “relative flight to quality”, rotating toward the perceived stability of traditional safe havens such as sovereign debt markets. However, even demand for these instruments has been tempered by concerns surrounding massive stimulus packages announced by many governments….

Picking the perfect product (say that three times fast)

The vast array of products on offer is both a benefit and curse to investors; by way of illustration, we see over 100 different products, spread across EIS, VCT and BR, each year. Faced with so much choice, it comes as no surprise that investors are in need of advice on how to narrow the…

Twelve facts on carry-back: All you need to successfully get invested in an EIS in 2019/20

It is becoming that time of year – and I am not talking about the required office Christmas parties and dutiful time with the family. Between Christmas and New Year, we all try to do a bit of life admin. For many, this is when they realise they have capital gains they want to get…

The top 4 investment articles for summer reading 2019

Summer rolls on…as many of our readers will be enjoying a well-deserved break, whether it be on the beach or by the poolside, we have taken the opportunity to put together a summer investment reading list. The articles below have helped to shape our thinking within the venture capital space, in terms of analysing investment…

Venturing into EIS and VCT due diligence

In a previous article, I outlined the first half of a presentation which I gave in Liverpool, focusing on investment into businesses operating in and around the North-West. More specifically, it addressed the recent review of Inheritance Tax (“IHT”) undertaken by the Office for Tax Simplification (“OTS”), and the potential implications, if any, which this…

The many AIMs of Inheritance Tax relief

Over the course of two articles, I will address these two topics. In this edition, I will address the recent review of Inheritance Tax (“IHT”) undertaken by the Office for Tax Simplification (“OTS”), and the potential implications, if any, which this could have on qualifying trades. Secondly I will take a brief look at the…

Understanding PRIIPS disclosures

The publication of Key Information Documents (KIDs) has prompted a widespread negative response in the investment community, with large numbers of fund managers criticising the documents. More recently the Chief Executive of the Financial Conduct Authority (FCA), Andrew Bailey, stated his concerns. – I want to be clear that I am concerned about PRIIPs Andrew…

Reviewing the Patient Capital Review

Well, the uncertainty is over, Philip Hammond has taken his shiny red box and delivered the Budget and the Patient Capital Review, and was even able to throw in a joke or two. Overall, we think that the changes proposed to EIS and VCTs are balanced. They are certainly more positive than what the market…

The changing face of the British pub industry

The British and Irish pub is an institution unique to this corner of Europe. Pubs sit at the centre of most British communities, simultaneously serving as restaurants, drinking establishments and social venues. Where a pub drifts into being a bar, restaurant, or even a hotel is hard to define, but what makes a pub a…

Business before the budget

In this article, we look at at the challenges to capacity, and the constraints inherent in the tax-advantaged sector, in light of the Patient Capital Review and other trends in the sector. There is a spectre haunting the tax-advantaged market: the Patient Capital Review. The thinking of the Treasury is much remarked upon, but little…

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