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Free guides & factsheets
Want to learn about VCTs? Wondering how EIS and SEIS work? Interested in how pension rules work? Our free guides and factsheets explain briefly and in plain English the benefits, risks and current rules of investment opportunities for experienced investors.
Video explainers
VCTs, EIS/SEIS and AIM IHT ISAs explained in bite-size videos – plus, meet the manager of our Managed Portfolios and learn more about the investment opportunities they offer.
Please note: these videos are not advice nor a personal recommendation. The investments mentioned are only for high net worth or sophisticated investors. Capital is at risk. Tax rules can change and benefits depend on circumstances.
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Insights & updates
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Which offers are attracting investors’ interest? Here are the top ten most viewed investment opportunities across VCTs, EIS/SEIS, IHT portfolios, AIM ISAs…
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How have VCTs performed over three, five and 10 years?
How have VCTs performed for investors? We look at the performance of the 10 largest VCT managers over a period of three, five and 10 years.
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Higher taxes on the wealthy ‘will be part of the story’ – what could you do ahead of the Budget?
Chancellor Rachel Reeves confirmed she is looking at ‘further measures on tax’ ahead of next month's Budget. What actions could investors consider to prepare? Read more...
