Mercia EIS Funds are managed by Mercia Fund Management Limited

Northern Venture Capital Trusts are managed by Mercia Fund Management Limited

WEBINAR: Live Budget Day Analysis with Economist Simon French

Wednesday 30th October @ 16:00PM

On October 30th join renowned economist Simon French for a reaction and analysis of the 2024 UK Budget for financial advisers. Simon, a regular contributor to The Times, will break down the key announcements and their implications for tax-efficient investments like EIS and VCT.

What You'll Learn:

  • Detailed breakdown of Budget announcements, especially those relating to Capital Gains Tax, pension tax relief, and Inheritance Tax.
  • How the new policies could affect your clients’ investment decisions and long-term tax planning.
  • Broader economic context and implications for the investment landscape in 2024 and beyond.
Register to webinar
lxIpnOgc_400x400[1]

Simon French is a distinguished economist currently serving as the Chief Economist and Head of Research at Panmure Liberum. With a robust background in economic analysis, Simon is renowned for his market-leading insights and top-ranked research. Before joining Panmure Liberum, he held significant roles within the UK government, including Senior Economist and Chief of Staff to the UK Government COO. His expertise spans across various economic sectors, making him a prominent voice in financial and economic discussions.

Information and risk warnings

EIS Risk Warning:

Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more. EIS investments are restricted to high net worth or sophisticated individuals, or those advised by a qualified financial adviser, per FCA rules. Evidence of qualification is required with your application. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. Read the full risk warnings in the Fund documentation before applying. Past performance does not predict future results. These investments are illiquid and may lack a readily available market for selling. Investments in non-Sterling currencies may be affected by exchange rate changes. Mercia Fund Management Limited, a subsidiary of Mercia Asset Management PLC, is the EIS fund manager and authorised and regulated by the FCA (FRN: 524856).

VCT Risk Warning:

Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more. Investing in early-stage businesses involves risks such as illiquidity, lack of dividends, loss of investment, and dilution.  Read the full risk warnings in the Fund documentation and seek advice from an independent financial adviser before applying. Tax treatment depends on the individual circumstances of each client and may be subject to change in future and depends on the company invested in maintaining its qualifying status. Past performance does not predict future results.  Mercia cannot offer financial advice and this should not be construed as advice.  Investments in non-Sterling currencies may be affected by exchange rate changes. External websites linked for convenience are not controlled by Mercia, which is not liable for their content or any resulting damages. Mercia Fund Management Limited, a subsidiary of Mercia Asset Management PLC, is the manager of the Northern VCTs and authorised and regulated by the FCA (FRN: 524856).