As HMRC announces a record £9.2bn in CGT receipts, Tom Hopkins looks at flows into the tax-efficient sector in 2018/19 and explains why EIS should play an increasingly important part in client conversations
And breathe … though not for long. The tax-year end is always a busy time for tax-efficient fund managers and financial advisers but this year was more complicated than usual - and I am not talking...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'