MICAP

Are tax-advantaged investments still an untapped opportunity for advisers?   We’re proud to see Harry Morrison, Investment Analyst & Panel Consultant at MICAP (part of Defaqto), featured in the latest issue of IFA Magazine’s new Tax-Efficient Investment publication.   In his article, “Why advisers should revisit the role of tax-advantaged investments,” Harry explores how schemes like EIS, SEIS, VCTs and Business Relief (BR) can deliver significant client value while directly supporting UK growth.   He highlights how these solutions, when used appropriately, can: ✅ Strengthen long-term tax and estate planning strategies ✅ Support innovation, job creation and sustainable growth in the UK economy ✅ Help advisers demonstrate value and differentiation under Consumer Duty   It’s an excellent read for any adviser looking to expand their understanding of the fast-evolving tax-efficient investment landscape.   🔗 Read Harry’s full article in IFA Magazine: https://lnkd.in/g9fQwxPY #MICAP #Defaqto #TaxEfficientInvesting #FinancialAdvice #EIS #VCT #BR #SEIS #AdviserInsight #IFAMagazine

📣 ZEPS MICAP Report Now Available 📣 We are pleased to share that MICAP has published its independent research report on the Zenzic Estate Planning Service (ZEPS).    MICAP is a UK research and due diligence platform for financial advisers.    Please note: This report is designed for use by financial advisers only. If you are a retail investor, please speak to a qualified financial adviser before making any investment decisions.  Professional Advisers can access the full MICAP report at https://lnkd.in/ejKCHBqx Important Information  This communication is intended for professional advisers only and should not be relied upon by retail investors. MICAP reports are designed to support adviser due diligence and do not constitute investment advice. Past performance is not a reliable indicator of future results. Investors may not get back the full amount invested. Business Relief-qualifying services are high-risk investments and may not be suitable for all clients. 

Thanks for sharing Harry Morrison 👏 You can also dive into Harry's full article in our interactive magazine here: https://lnkd.in/e5REaTc5

I've written an article for Synaptic tackling why the UK needs better education on Tax-Advantaged Investments Many investors know about ISAs and pensions, but fewer are aware of powerful schemes like EIS, SEIS, VCTs, and BR, which offer substantial tax benefits while funding high-growth businesses. These schemes have channelled billions into UK start-ups, creating jobs and driving innovation in areas like biotech and renewable energy. But despite their potential, public awareness remains low. With better education, we could unlock billions more in investment, supporting the UK’s economy and driving positive change. Let’s start the conversation on how we can bridge this gap. https://lnkd.in/exDc4gxA #taxadvantagedinvestments #Investment #EIS #SEIS #VCT #BusinessRelief #EconomicGrowth #Innovation #FinancialEducation

We’ve been having more conversations with advisers about #BusinessRelief lately, and one thing is clear - having access to current, #independentresearch is helpful in making confident recommendations to #clients. That’s why Puma Investments is pleased to share the latest #review of the Puma Heritage Estate Planning Service (EPS) from MICAP, part of the Defaqto family. The analysts highlight the Service’s consistent #performance, strong #lending practices, and #diversified portfolio. Puma Heritage EPS has earned the joint highest score for both Track Record and #Liquidity, compared with over 25 other Business Relief Services. The full review, dated 6 August 2025, is available to read for free for a limited time. You’ll find the link to register and access in the comments. Get in touch to discuss further!

Attention IFAs VCTs: An untapped opportunity? 🚀 Over the past 30 years, VCTs have raised £11 billion - yet they remain underutilised. With the 2024 budget extending support until 2035, the government is backing their role in driving UK growth. A recent MICAP survey reveals advisers are maintaining or increasing allocations, signaling strong investor confidence. Are VCTs finally getting the attention they deserve? https://lnkd.in/gxv6cnPm #VCTs #EIS #Investment #UKGrowth #Finance #TaxEfficientInvesting

VCTs: An untapped opportunity?🚀  Despite raising £11 billion over 30 years, VCTs remain underutilised. The 2024 budget extended support until 2035, recognising their role in funding UK growth. A MICAP survey shows advisers plan to maintain or increase allocations—investor confidence is strong.  Is it time to rethink VCTs? 💡  https://lnkd.in/gxv6cnPm #VCTs #EIS #Investment #UKGrowth #Finance #TaxEfficientInvesting