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Home > Investments > Tax Efficient Investments

Tax Efficient Investments

Latest News

Jun 30, 2015

VCTs and EIS to benefit from lifetime allowance cut

For the right client, EISs can provide an alternative solution, so it is natural there is an increased demand due to pension changes, providers say.

Wraps & Platforms| Jun 25, 2015

Platforms remain bullish on trust access

One platform suggests that there are still many smaller platforms that do offer access for those that want it.

Jun 25, 2015

Platforms told to speed up plans to offer trusts

Manager calls on fund supermarkets to accelerate plans to provide access to investment companies.

From Your Industry| Jun 11, 2015

Rule change opens door to advice one-stop shop

From November this year solicitors will be able to dabble in non-reserved legal services.

From Pensions| Jun 10, 2015

Pru warns retirees of unexpected tax burden

Speaking to an adviser could save on tax bills in retirement, says provider.

From Pensions| Jun 04, 2015

DB savers will suffer from annual allowance hit

Prudential urges advisers to tell clients to increase contributions prior to the summer Budget.

Analysis & Opinion

From Special Report: Investment Trusts - June 2015| Jun 01, 2015

Heeding last year’s lessons

VCTs recorded an impressive level of fundraising in the last tax year, but will this continue?

From Special Report: Investment Trusts - June 2015| Jun 01, 2015

A valuable addition to the tax-efficient toolkit

Income investors should not overlook the tax benefits of VCTs.

‘It would be great if government stopped tinkering’

Interview| May 08, 2015

‘It would be great if government stopped tinkering’

Founder of MMC Ventures reveals what he hopes the new government will do with tax-efficient investments.

More on Tax Efficient Investments
Special Reports

Investing in Pensions - April 2015

New pension policies present both possibilities and pitfalls.

FTAdviser Blog

Pension freedom will drive more to trusts? Don’t count on it

There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.

Special Reports

Tax Efficient Investing - March 2015

Apathy and ignorance to blame for savers losing tax allowances.

FTAdviser Blog

Pensioner bond bonanza shows expediency is everything

News Review: More older investors will be able to access market-smashing savings rates.

FTAdviser Blog

EIS as an annuity substitute post-April

We view EISs as an area where advisers can demonstrate real value to their clients.

Recent Articles
  1. EU told to make investment trusts a key part of plans
    From Regulation| Jun 04, 2015

    EU told to make investment trusts a key part of plans

    Consideration of what can be done to make capital markets better at raising funds for long-term investment.

  2. Adviser investment company purchases reach record high
    Jun 02, 2015

    Adviser investment company purchases reach record high

    Total purchases of all products were down 2 per cent compared with the fourth quarter last year.

  3. Pension freedom will drive more to trusts? Don’t count on it
    FTAdviser BlogonYour Industry| May 29, 2015

    Pension freedom will drive more to trusts? Don’t count on it

    There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.

  4. Over a third of older retirees have run out of money: Bower
    From Pensions| May 28, 2015

    Over a third of older retirees have run out of money: Bower

    Private pension wealth drops off quickly after the age of 75, according to government figures.

  5. Canada Life launches new whole of life product
    May 26, 2015

    Canada Life launches new whole of life product

    Firm targets owners of large estates and overseas investors.

  6. MGM merges with Stonehaven and rebrands
    From Pensions| May 26, 2015

    MGM merges with Stonehaven and rebrands

    Combined firm plans new product launch in this summer.

  7. New adviser launches for high net worth women
    From Your Industry| May 19, 2015

    New adviser launches for high net worth women

    Business built out of previous venture to target “under-served” niche.

  8. What the election result will mean for your clients
    From Pensions| May 11, 2015

    What the election result will mean for your clients

    Were you sad to see former pensions minister Steve Webb MP go, or just glad the Mansions Tax isn’t on the cards?

  9. What does the Tory win mean for you and your clients?
    From Pensions| May 11, 2015

    What does the Tory win mean for you and your clients?

    Ahead of the debate please submit advance questions for our expert panel.

  10. Octopus develops first platform-bought VCT
    Apr 23, 2015

    Octopus develops first platform-bought VCT

    Deal with Transact takes advantage of a recent rule change.

More on FTAdviser
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