Industry professionals rethink tax-efficient investing, shifts in strategy, provider choice, and client flexibility
For today’s tax-efficient investors, staying ahead of regulatory changes and market shifts isn’t just prudent—it’s essential. With Business Relief (BR) rules undergoing recent changes, many are questioning whether traditional AIM portfolios still offer the same advantages, or if more comprehensive IHT services now present a smarter path forward.
The choice of investment provider has also come under the spotlight, with discerning investors asking what truly matters most—track record, flexibility, tax strategy alignment, or the ease of disinvestment when the time comes. Particularly when it comes to Enterprise Investment Schemes (EIS), liquidity concerns can complicate exits, prompting some to explore newer Venture Capital…
