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The 3 best books on IHT Inheritance Tax

The 3 best books on Inheritance Tax (IHT) planning

posted on February 5, 2021 by Brian Moretta | 1 Comment

Although I have been looking at Business Relief products for a few years now, I haven’t got to grips with... Continue reading →

The EIS Navigator podcast logo

New podcast – The EIS Navigator

posted on June 16, 2020 by Brian Moretta | No comments

When I’m quiet on this blog it is usually because I’m working hard. On this occasion, I have been working... Continue reading →

The aggregate exposure of the BR sector to different trades/asset classes

How safe are Business Relief products just now?

posted on April 22, 2020 by Brian Moretta | 1 Comment

There is a range of of unquoted Business Relief products (BR – formerly Business Property Relief or BPR) that market... Continue reading →

VCT

Is your VCT investment overpriced?

posted on March 26, 2020 by Brian Moretta | No comments

We live in unprecedented times. Covid-19 has brought havoc to stock and bond markets around the world. Despite this, many... Continue reading →

clock

How long will EIS investors have to wait for an exit?

posted on June 24, 2019 by Brian Moretta | No comments

In the course of doing EIS fund reviews, I come across lots of claims that are unprovable. In some cases,... Continue reading →

EIS amounts raised and number of companies raising funds in 2017/18

HMRC say record year for EIS, but its an old year

posted on June 7, 2019 by Brian Moretta | No comments

Having taken a break I’m a little behind on some news. Last week HMRC published its annual statistics for EIS,... Continue reading →

average returns for dragons, VCs and all data

Can diversification really beat the Dragons?

posted on May 9, 2019 by Brian Moretta | 1 Comment

Recently Syndicate Room published a fascinating study entitled Beating the Dragons How Radical Diversification can out perform VCs. This builds... Continue reading →

EIS investment?

EIS investment is down – is that a bad thing?

posted on May 6, 2019 by Brian Moretta | 1 Comment

Last week a journalist from Growth Business called me about the fall in EIS investment in 2019/20. The full article... Continue reading →

text from Oxford Capital website

Oxford Capital Estate Planning Service has problems

posted on May 1, 2019 by Brian Moretta | 8 Comments

Although they are keeping information pretty tight, Oxford Capital has run into some issues with its Estate Planning Service (OCEPS).... Continue reading →

Graph of independent directors per product

Governance in the World of Business Relief

posted on October 5, 2018 by Brian Moretta | 1 Comment

I recently wrote an article about the issues surrounding governance in unquoted Business Relief products for GBI Magazine. It also... Continue reading →

Recent Posts

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  • The 3 best books on Inheritance Tax (IHT) planning
  • New podcast – The EIS Navigator
  • Why quarantining after flights may not save lives
  • How safe are Business Relief products just now?

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