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Octopus Investments – AIM VCT

Octopus Investments – AIM VCT

Type: Venture capital trust

Aim: Income and growth by investing mainly in small unquoted UK companies on Aim and Plus markets, with smaller amounts in cash, money market funds and other non-VCT qualifying investments

Minimum investment: £3,000

Closing date: April 30, 2011

Charges: Initial 5.5%, annual 2%

Commission: Initial 2.5%, renewal 0.5%

Tel: 0800 3162349


Three new staff join Macquarie Wrap’s adviser support team

Macquarie Wrap has boosted its adviser support team with three appointments, with two joining from James Hay. Phil Weston has been app-ointed business development manager, with responsibility for the Midlands and the Southwest while Peter Wyatt has been appointed business development manager for London and the South-east. Weston was previously relationship manager for James Hay […]

Advice in blunderland

There has been much publicity over the latest HM Revenue & Customs “blunder” in relation to income tax under PAYE. On the face of it, the matter of tax administration would not seem to be a subject that should be top of a financial adviser’s to do list and I would agree with that. However, […]


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