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Jon Cudby
In general, the five tax breaks available under the Enterprise Investment Scheme (EIS) make it one of the most attractive vehicles for private investment available in the current environment – 30% up front tax relief, freedom from Capital Gains and Inheritance Tax, unlimited CGT deferral and downside risk as low as 35p in the £1 have to be a winning combination.
Jane Wallace talks to David Barron, head of investment trusts at J.P. Morgan Asset Management, about the future growth prospects for the sector in the wake of RDR.
With over 400 investment trusts available to investors, how do you pick the best one for your clients? Stephen Peters, investment trust analyst at Charles Stanley, offers his tips.
Other Jon Cudby articles
Annabel Brodie-Smith, communications director of the Association of Investment Companies, says the ability to retain dividends is a key benefit of the investment trust structure.
As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies, banks just need to type a number into a computer and hit ‘enter'. This is a licence that frequently gets abused if banks throw caution to the wind.
Question: What important role do you see these products playing in the retirement income space in future? Calm before a storm?
Question: Complexity and cost are two reasons I give when asked why I don’t recommend unit-linked guarantees to my customers. Are we likely to see more cost effective products coming onto the market?
Question: What are you doing to allay customer concerns about the longevity of this market?
A huge amount of broadcast time and newsprint has been expended since the end of last week analysing the election and referendum results and, in particular, what they mean for the Liberal Democrats.
Standard Bank’s head of Advisory Stockbroking, Neville Falla, has become the first person in Jersey to achieve The Chartered Institute for Securities and Investment’s (CISI) new benchmark qualification.
Trust beneficiaries are missing out on more entrepreneurial investment opportunities, according to Marc Farror, Private Client and Family Office Director of Vistra Jersey Limited.
A delegation from Guernsey’s finance industry is visiting Moscow this month to learn more about the potential opportunities for the two centres to do business together.
£10.72 billion of investors’ returns from their cross-border shares and bonds stand to be lost in the latest financial year because withholding tax is not being properly reclaimed, according to tax reclamation specialists, GOAL Group.
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