Useful resources to support your understanding of key areas of tax-efficient investing and financial planning.
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Insight
IHT
VCT
5
min read
Navigating the changing tax landscape with Tony Wickenden
Insights from our recent webinar exploring how shifts in tax policy and legislation could affect financial planning.
Insight
VCT
6
min read
How do VCT managers decide which companies to invest in?
A look at how VCT managers find, assess and support potential investments, and what advisers should consider when comparing different approaches.
Guide
VCT
6
min read
Why might advisers consider VCTs for their clients?
With the income tax relief on new VCT shares now at 20%, we look at the wider role VCTs can play within a client’s investment and financial planning strategy.
Insight
IHT
4
min read
Which clients might benefit from Business Relief as part of their estate planning?
Five client circumstances where Business Relief could form part of the estate planning conversation.
Insight
IHT
4
min read
Five questions to ask when comparing Business Relief (BR) investment services
What should advisers look at when assessing a Business Relief investment service for a client?
Guide
IHT
8
min read
An introduction to Business Relief (BR)
Learn how Business Relief works, what changed from April 2026, and where BR investments may fit within estate planning for suitable clients.
Guide
IHT
7
min read
A guide to estate planning
Understand the key considerations when helping clients plan how to pass wealth between generations.
Guide
VCT
8
min read
A guide to Venture Capital Trusts (VCTs)
Understand how VCTs work, where they can fit within financial planning, and the key benefits and risks to consider for clients.
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