EIS
Investment
A diploma for advisers on Enterprise Investment Schemes (EIS) will go live next week.
05 June 2013
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Investment
Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) have been granted an exemption from the FCA's ban on sales of unregulated collective investment schemes (UCIS) to retail investors.
04 June 2013
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Investment
With restrictions on annual pension contributions being cut from £50,000 to £40,000 and the lifetime limit on savings qualifying for tax reliefs dropping from £1.5m to £1.25m for the 2014-15 tax year, retirement planning for high net worth individuals...
23 May 2013
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Regulation
The Financial Conduct Authority (FCA) has delayed the publication of its final rules and guidance on unregulated collective investment schemes (UCIS) until June.
30 April 2013
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VCTs / EIS
In the latest Big Debate, our panelists from Daedalus Partners, Future Capital Partners and Puma Investments discussed the Do's and Don'ts of VCTs and EIS.
26 March 2013
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Estate planning
Helen Morrissey looks at the results of our latest Inquiry and asks what challenges advisers face when giving estate planning advice
22 March 2013
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6 min read
