by Tony Catt | May 13, 2023 | Catt's Eye View - Historic .PDF, Tax Efficient Investment Report
Seed Enterprise Investment Scheme Report January 2023 This is the first of five reports based on venture capital based investments published by IFA Magazine in January and February 2023 This report has been commissioned by IFA/GBI Magazine to outline as part of...
by Tony Catt | Feb 26, 2022 | Catt's Eye View - Historic .PDF, Tax Efficient Investment Report
EIS & SEIS Report February 2022 I thought that I was really clever the first time I said that these products are “the tax tail wagging the investment dog”. This overused statement actually misses the whole point of these Government-backed schemes. This...
by Tony Catt | Oct 15, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
The Catt’s Eye View November 2001 Newsletter for my clients This is a newsletter that I published for the clients of my Tony Catt Independent Finanical Adviser Practice in November 2001. Read the PDF...
by Tony Catt | Jun 26, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
MPS revisited June 2021 MPS – increasingly the investment choice of advisers. That project mushroomed up from an initial request from one of my client IFA firms to undertake due diligence because they wanted to use OMW Wealth Select. So just a bit of...
by Tony Catt | Jun 26, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Compliance over the years June 2021 IFA Magazine – 10th Anniversary look at compliance IFA Magazine has been publishing for almost exactly the same length of time as my own compliance business. We have shared some interesting times. Very much under the old...
