April 25, 2024

Tax Efficient Investments Sector Research | Annual Report 2024

IFA and GBI Magazine are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BPR/AIM) into this 300+ page report which we believe will provide a valuable reference document for advisers, not just as we move towards tax-year end but as a year-long guide for forward planning for clients. Inside includes some of the latest industry information from thought-leaders Praetura Investments, Blackfinch, Haatch Ventures and many more.

The series was arranged to focus on each of the SEIS, EIS, VCT and IHT/BPR/AIM schemes in their own right, and to cover the key information our advisers need before considering these schemes for clients within a diversified portfolio. The full report highlights the pros and cons for investment in each scheme, offering transparency where possible in what can be seen as a complex balancing act for clients between tax relief, risk and reward.

It is a timely contribution for our adviser audience, and we hope you find it both useful and interesting. Submit your details below to access a complimentary digital edition of our leading market compendium for 2024.

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