Tax Efficient Investments Report

February 2024

 

This is the final one of the five reports based on venture capital based investments published by IFA Magazine in January and February 2024

This report has been commissioned by IFA/GBI DFM Wealth Magazines to outline as part of a series of reports on venture capital based investments as an educational piece to give advisers sufficient information to enable them to be confident to speak about them with their clients. The reports were published on consecutive weeks in January and February 2024.

The five reports are:

Seed Enterprise Investment Schemes

Enterprise Investment Schemes

Venture Capital Trusts

Inheritance Tax Solutions including Business Relief and AIM Investment

Tax Efficient Investments – this report is all the other reports combined.- this report