Latest News
FCA issues Ucis warning to discretionaries
Regulator urges discretionary fund managers to “exercise particular care” when placing ordinary retail investors’ money into Ucis.
Is the FCA set to lift EIS suitability burden from advisers?
Fund manager says advisers reluctant to recommend EISs due to concerns over future litigation and PI costs.
HMRC unveils new rules for fund rebates
HM Revenue & Customs publishes plans to amend rules for taxation of fund rebates to offshore investors.
Advisers at risk over ‘tax toxic’ funds
Changes to US tax code have reclassified commonly-used funds as ‘passive foreign investment companies’.
Power to Puma as VCT 9 lures low-risk investors
The Puma Venture Capital Trust 9 has beaten its target and raised more than £27.5m as investors look to boost income by using tax-efficient...
Extension for Jenson Seed EIS fund
The Jenson Seed enterprise investment scheme fund has raised £2.7m to date and the company is gearing up for a second fund, according to a...
Analysis & Opinion
Product review: Octopus EIS
Focusing on solar energy companies, the latest scheme is the first from Octopus since the RDR came into being
Breaking down the EIS myth
Many advisers see investments that qualify for the enterprise investment scheme as complex, risky and lacking in transparency. They say it is only...
Take 5: Investing in start-ups through crowdfunding
New online platforms are making venture capital easier than ever. This week MM guides you through the steps to success
More on Tax Efficient Investments
VCT and EIS Investing - January 2013
VCTs offer an opportunity to tap into exciting new growth opportunities.
50minTax withheld on rebates to offshore investors
HM Revenue & Customs has clarified how tax should be withheld on rebates paid to offshore investors.
We’re still getting to grips with RDR implications
Week in Brief: A by-now bog-standard Budget and yet more unintended consequences from the RDR.
Recent Articles
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From Regulation| May 30, 2013
Tax withheld on rebates to offshore investors
HM Revenue & Customs has clarified how tax should be withheld on rebates paid to offshore investors.
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Review| Apr 11, 2013Product review: Sapphire Building Services EIS
Aimed at high-net-worth clients, enterprise investment scheme invests in UK construction projects
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FTAdviser Blogon| Mar 27, 2013
Tax-free monthly income from VCTs
I read the article by Will Fraser-Allen on page 18 of your retirement and auto-enrolment supplement (Beware of cracks in your nest egg, FA 14...
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Mar 27, 2013Old Burlington backs Aim and EIS with guide
Advisers whose clients are interested in the alternative investment market may benefit from an enterprise investment scheme guide published by Old...
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Mar 25, 2013
What should investors put into their Isas?
Investors have to decide what to put in their Isas.
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Mar 25, 2013
Funds gain popularity with Isa investors
The UK’s appetite for diversification and growth through investing is growing.
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Mar 22, 2013
Take 5: Investing in VCTs
Often seen as an investment for the wealthy, venture capital trusts are more accessible than you might think. Here are our top tips
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FTAdviser BlogonRegulation| Mar 22, 2013We’re still getting to grips with RDR implications
Week in Brief: A by-now bog-standard Budget and yet more unintended consequences from the RDR.
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Mar 21, 2013
‘RDR will reduce access to VCTs’: David Hall
The effect of the retail distribution review on charging models may end up restricting the availability of venture capital trusts and access to...
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Mar 21, 2013Osborne rallies ‘aspiration nation’
Expectations for this Budget were low as the chancellor’s room for manoeuvre was constrained by a pretty bleak economic outlook.