Advisers wanting to invest in VCTs for clients need to look past due diligence forms and meet fund managers in person to dig deeper into the detail, Jack Rose told delegates at the PA360 North conference today.
The LightTower Partners head of tax-efficient investment - who was joined on the event's 'VCT and EIS compared' panel by Seneca Partners investment director John Davies and Unicorn AM director and senior...
Scheme pays or not scheme pays?
Platform tools fall short
Report outlined one-off 5% tax on wealth above £500k
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams