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Home > Investments > Tax Efficient Investments

Tax Efficient Investments

Latest News

Jul 21, 2016

Advisers urge government to stop keeping BPR a ‘secret’

Wealth management head says there is always a nagging doubt the government will make a change to the tax break.

Jul 15, 2016

Old Mutual International launches expat referral service

Expert says government’s priority could be to raise tax revenue.

Jul 04, 2016

Pension tax tinkering pushes savers to EIS

Lifetime allowance cuts and lower annual allowances make alternative income streams attractive.

Jun 10, 2016

St James’s Place launches intergenerational product

Lasting power of attorney, third party insurance, estate planning plus probate services and products on the way.

From Your Industry| Jun 03, 2016

Advisers need to be involved in clients’ will making

Inheritance tax is becoming more important to more people, it has been claimed.

May 25, 2016

New investors seduced by high dividend smart beta ETFs

Specialist ETFs that target high dividend-paying companies are the most popular among new investors in the burgeoning smart beta market.

Analysis & Opinion
Insight: VCTs

11:53

Insight: VCTs

The tax benefits of VCTs are well documented, but how have they performed overall? Craig Rickman analyses the industry.

State expedites new tax offence

From Special Report: Summer Investment Monitor - June 2016| Jun 13, 2016

State expedites new tax offence

Will it prevent tax evasion offences in the wake of the Panama Papers?

Venturing forth

Jun 03, 2016

Venturing forth

VCTs have grown with the times and show great resilience, which is why venture capital trusts are likely to withstand the government’s recent...

More on Tax Efficient Investments
Adviser Guides

Guide to EIS and VCT investment

How can the tax advantages of enterprise investment schemes and venture capital trusts help your clients?

Special Reports

Tax-efficient investing – March 2016

Time to make the most of your tax free allowances.

FTAdviser Blog

Big boost for tax-incentivised saving schemes

Surprise crowd-pleasers for ISAs and CGT change to boost EIS demand

Adviser Guides

Guide to the Alternative Investment Market

How the Aim came to be and how advisers can make the most of it for their clients.

Special Reports

Pensions Outlook – February 2016

Pension reforms are creating a whole new investment opportunity for both current and future retirees.

FTAdviser Blog

Big boost for tax-incentivised savings schemes

Budget 2016: Surprise crowd pleasers for ISAs and CGT change to boost EIS demand.

FTAdviser Blog

What advisers should know about EIS

There are many things to consider before advocating an EIS investment.

Recent Articles
  1. Guide to EIS and VCT investment
    From Training| Jun 30, 2016

    Guide to EIS and VCT investment

    How can the tax advantages of enterprise investment schemes and venture capital trusts help your clients?

  2. Ascentric adds Brown Shipley to platform
    From Your Industry| May 24, 2016

    Ascentric adds Brown Shipley to platform

    Brown Shipley says move is part of wider push into the IFA market.

  3. More opportunities but also more risks
    From Special Report: Pensions - Investing for retirement - May 2016| May 09, 2016

    More opportunities but also more risks

    A year on from the pension reforms coming into effect, how have they bedded in?

  4. Common pitfalls in planning inheritance
    From Special Report: Pensions - Investing for retirement - May 2016| May 09, 2016

    Common pitfalls in planning inheritance

    How do pension funds fit into the inheritance-planning process?

  5. Active funds to overtake passive euphoria: Coombs
    Economic Indicators| May 06, 2016

    Active funds to overtake passive euphoria: Coombs

    Head of multi-asset investments at Rathbones says enthusiasm for passives has become excessive.

  6. Why go offshore?
    Apr 21, 2016

    Why go offshore?

    Although the Panama Papers have revealed aggressive tax avoidance, there are many legitimate reasons for going down this ‘foreign investment’ route

  7. VCT fundraising hits £458m over last year: AIC
    Apr 08, 2016

    VCT fundraising hits £458m over last year: AIC

    Funds under management to 5 April 2016 reached £3.6bn for VCTs, up from £3.5bn last year.

  8. VCT fundraising hits £458m over last year: AIC
    Apr 08, 2016

    VCT fundraising hits £458m over last year: AIC

    Funds under management to 5 April 2016 reached £3.6bn for VCTs, up from £3.5bn last year.

  9. Investment risk tops adviser EIS concerns
    Apr 01, 2016

    Investment risk tops adviser EIS concerns

    In a survey, 25 per cent of advisers say they never recommend EIS or SEIS.

  10. Warning EIS and VCT demand outstrips quality supply
    Mar 23, 2016

    Warning EIS and VCT demand outstrips quality supply

    Tax changes are pushing high earners to alternatives which the industry says need to be considered carefully.

More on FTAdviser