First Octopus tax planning product available on platform after hiring from Axa Elevate.
One of the firm’s EIS tranches includes media companies that have suffered underperformance.
Group sees strong support for vehicle which invests in early stage companies.
The sums in question could run into millions of pounds, depending on the scale of a taxpayer’s investment.
Guy Myles is to move to a new business venture but will retain shareholding in Octopus.
Venture capital trust has been restored by the tax authorities as it reconsiders decision to withdraw status.
Analysis & Opinion
Fund managers may not be launching new products yet, but it is “early days”.
The regulator is calling for change.
The industry is evolving, but the impact on investors remains as-yet unseen.
Budget changes signal the need for more holistic financial planning including both pensions and Isas.
July heralds the advent of more flexibility in savings with the New Isa, but what are the benefits of the new vehicle?
Investment Trusts| May 15, 2014
Venture capital trusts were forced to stop issuing new shares amid concerns they would lose their tax-efficient status.
May 14, 2014
Axa Wealth International is looking to develop an offshore retirement savings product in the wake of pensions reform announced in the Budget, Simon...
May 02, 2014
Local Government Pension Scheme to use collective investment vehicles and move to low-cost trackers.