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How do VCTs and EIS compare for retirement planning?

John Glencross, CEO, Calculus Capital is quoted in a piece run by Investment Week. How do VCTs and EIS compare for retirement planning? Amid concern Chancellor George Osborne plans to announce further changes to the pensions tax relief system in the Budget next month, managers reveal how holding VCTs and EIS within retirement portfolios could … Continued

Is the banking industry about to have its ‘Uber moment’? – Money Dashboard

Steve Tigar, CEO, Money Dashboard, a Calculus Capital portfolio company, discusses how the use of personal finance management apps is becoming more mainstream and how banks will have to react to customers’ wishes to pool their finances and financial data.   For the past few years banking has been facing what former Barclays chief executive, Antony … Continued

What are the latest rule changes to EIS and VCTs?

Changes To UK’s Enterprise Investment Schemes, Venture Capital Trusts – A Guide John Glencross, Calculus Capital , Chief Executive , London, 8 February 2016 Enterprise Investment Schemes and Venture Capital Trusts are ways in which people can secure considerable tax breaks by putting money to work in start-ups, early-stage and specialist companies in the UK. … Continued