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@Intelligentwit

Intelligent Partnership. CPD accredited research, training & events on Alternative Investments for #IFAs & #WealthManagers. #EIS #BPR #VCT #P2P #CrowdFunding

London 가입일 Ağustos 2009
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IP@Intelligentwit·
The Spring Budget 2023, was keenly awaited following the turmoil that the last attempt at a budget created – now that we know what is in it, how do you think it will impact the tax-advantaged sector? Find out here: ow.ly/Y8J450NOOEK #growth #CPD #BRupdate2023 #IHT #BR
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IP@Intelligentwit·
Despite the economic gloom, investors are showing no signs of holding back on the latest VCT offers, as fundraising remains robust ahead of the end of the tax year. You can find out more in our VCT Industry Update 2023: ow.ly/llkK50NzCZH #VCT #CPD #VCTupdate2023
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IP@Intelligentwit·
Join a panel of industry experts hosted by @Octopus_UK looking to unpick how crucial it is for families to understand #IHT implications and why #BR qualifying investments are an important tool to have in an advisers’ estate planning toolkit: ow.ly/XyjV50NLw2c #BRupdate2023
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IP@Intelligentwit·
The anti-greenwashing rules are part of a broader set of new rules introducing the Sustainability Disclosure Requirements and investment labels. How do they mesh with the Consumer Duty legislation? Find out in our EIS Industry Update: ow.ly/NOlX50NmpUn #CPD #EISupdate2023
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IP@Intelligentwit·
#AIM has been in operation for almost 30 years and over that time has gone from strength to strength. But what attributes make AIM investments a useful tool in an investor’s kit? Find out more here: ow.ly/XJ7k50NLvMk #growth #BRupdate2023 #IHT
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IP@Intelligentwit·
With the government reducing tax exemptions for dividend and capital gains tax, investors are looking for alternative ways to maximise their returns. Ideally positioned, VCTs are expected to see a surge in investment in 2023: ow.ly/TH3N50NzCPh #VCT #CPD #VCTupdate2023
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IP@Intelligentwit·
Our just published Business Relief update explores the current landscape of #BR, including the impact of the recent budgetary changes as well as the current opportunities and challenges faced by business owners looking to make use of this relief: view.ceros.com/intelligent-pa… #growth
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IP@Intelligentwit·
Starting in April, investors may have to search for alternative methods of achieving tax efficiencies, as the exemptions for capital gains tax are set to decrease: ow.ly/zUEI50Nl1ms You can also claim up to two hours #CPD for reading the report #EIS #growth #EISupdate2023
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IP@Intelligentwit·
In the tax year 2021 to 2022, the amount of investment raised by VCTs increased year on year. What can investors expect of these consolidated and diversified VCT portfolios in 2023? Find out here: ow.ly/O41S50Nr9vs #VCT #CPD #VCTupdate2023
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IP@Intelligentwit·
Opposites attract - or do they? Oil and water repel. Yin and Yang are – Yin and Yang. Some investors want the best of both worlds - the excitement of a growth stock, but the reliability of a value approach: ow.ly/tNB850NFPJw #growth #BRupdate2023 #IHT #AIM #investing
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IP@Intelligentwit·
Are you exploring #ESG and sustainable investment goals in your advice process? If not, or if you’re not demonstrating that you are, you could be caught out by new regulation. Find the solution in our EIS Industry Update: ow.ly/ciCR50NzCrK #growth #EISupdate2023 #CPD
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IP@Intelligentwit·
Despite the economic gloom, investors are showing no signs of holding back on the latest VCT offers, as fundraising remains robust ahead of the end of the tax year. You can find out more in our VCT Industry Update 2023: ow.ly/llkK50NzCZH #VCT #CPD #VCTupdate2023
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