Praetura Investments

With the Budget expected to contain headline grabbing announcements from the new Chancellor, our expert guest speakers, Tony Wickenden and Claire Trott, will be joining us for an exclusive post-Budget webinar. They’ll provide actionable insights and practical next steps to help you navigate any potential tax changes. 📅 20 November 2024 🕘 10:00 AM 💼 For financial professionals only 👉 Register here: https://lnkd.in/gbfBWSyn ↗ 💬 Got questions? We’ll be addressing your client concerns in the session. Comment below or send us a message with any topics you’d like covered. We look forward to seeing you there! These sessions are for financial professionals only. Investor's capital may be at risk. Past performance is no guarantee of future returns. Tax benefits are subject to change and depend on the individual's circumstances. Seek financial advice. The information contained in these sessions is meant for illustrative purposes only and should not be interpreted as advice.  #Budget2024 #FinancialAdvisers #TaxPlanning #CPD #FinancialProfessionals #PostBudgetWebinar

🧡 This week is #BoneCancerAwarenessWeek, and for the first time ever the Bone Cancer Research Trust (Praetura's chosen charity to support throughout 2024) have awareness ribbons for people to buy and wear, to show their support and help increase bone cancer awareness. 💝 The awareness ribbons are available to buy direct from the Bone Cancer Research Trust here: https://shorturl.at/KOdHk 👀 Keep your eyes on BCRT's social channels throughout Bone Cancer Awareness Week (7 - 13 October) to find out more about bone cancer, the stats, the symptoms, the stories and the research that's being done. #TeamBones #EverHeardOfBoneCancer #UntilTheresACure

It was incredible to see so many engaged investors come together for an evening of insightful discussion and networking. A special thanks to our fantastic speakers, expertly moderated by Caroline Flagg, for sharing their expertise and perspectives on the current venture capital and private markets landscape: Peter Mason (CEO, illuma) gave a brilliant overview of how their AI-powered contextual advertising platform is revolutionising digital marketing by making ad placements smarter and more effective. Exciting times ahead for AI in advertising! Thomas M. (CEO, Ocula Technologies) walked us through how Ocula is transforming e-commerce by using AI to optimise customer experiences and drive higher conversion rates. Their client successes with Boots UK and AO are just the beginning of their journey! Hazel Moore (Chairman, FirstCapital) shared her invaluable insights into the current M&A landscape, discussing exit strategies and what the future holds for private markets. Her advice on staying focused on long-term value creation resonated with all of us. At Praetura Investments, we're proud to back innovative companies that are solving real-world problems and pushing boundaries. Thank you again to everyone who contributed to making the event a success, and we look forward to seeing you at the next one! 🚀 #VentureCapital #PrivateMarkets #Investing #AI #Ecommerce

We’re thrilled to announce that we are an Associate Sponsor of the latest Adviser Home Guide to Alternative Tax-Efficient Investments! Written by Lisa Best, this comprehensive guide covers the vital role of Enterprise Investment Schemes (EIS), Seed Enterprise Investment Schemes (SEIS), and Venture Capital Trusts (VCTs) in the current financial landscape. With tax thresholds frozen and the search for new ways to mitigate rising personal tax bills, now is an opportune time for advisers and investors alike to explore these innovative investment solutions. The guide highlights the growth potential, tax advantages, and how these investments can diversify portfolios. 📖 Key Insights Include: • The differences and opportunities across EIS, SEIS, and VCT. • Real-world case studies showcasing how these investments offer potential for both income and capital growth. • Guidance on navigating Consumer Duty while recommending high-risk alternative investments. The guide provides 45 minutes of CPD learning and is a valuable resource for any adviser looking to deepen their understanding of this growing sector. 💡 Check out the full guide to discover how EIS, SEIS, and VCT can benefit your clients and help support the UK’s vibrant start-up ecosystem -> https://lnkd.in/eQrfTSrf Investor's capital may be at risk. Past performance is no guarantee of future returns. Tax benefits are subject to change and depend on the individual's circumstances. Seek financial advice. #TaxEfficientInvesting #AlternativeInvestments #EIS #SEIS #VCT #FinancialAdvisers #VentureCapital

🗞️ Our Praetura Investments Partner Sam McArthur recently sat down with Money Marketing to discuss our own VCT launch and the demand among financial advisers.   Speaking to reporter Darius McQuaid, Sam highlighted the level of opportunity in the north, the VCT investment structure and even touched on the fact that it’s quite common for financial advisers to invest into VCTs personally before recommending them.   As for our own offering, Praetura Growth VCT officially listed on the London Stock Exchange earlier this year and has recently made investments into Manchester-based Access Pay and Nottingham’s Percayso.   You can read the full interview with Sam via the link: https://lnkd.in/ers3SJ4E   Investor's capital may be at risk. Past performance is no guarantee of future returns. Tax benefits are subject to change and depend on the individual's circumstances. Seek financial advice.   #PraeturaInvestments #VentureCapital #FinancialGrowth #NorthernPowerhouse #InvestmentOpportunities

🌟 Webinar: Embracing Client Vulnerability – Key Insights from the FCA's Review 🌟 Join us for an insightful session with Tony Miles MBA, DipPFS, founding director of the Financial Vulnerability Taskforce , and James Rochfort, Internal Sales Director. Where they'll explore the importance of addressing client vulnerability, driven by the FCA’s recent review. 📅 Date: October 9, 2024, 10:00AM 📍 Register Now: https://lnkd.in/eNyFCRnT 🔍 What’s Covered: - FCA’s findings on vulnerability: consumer needs, staff training, service design. - Practical examples of client vulnerability and how to support them. - FCA guidelines and compliance strategies for firms. - The business benefits of embracing vulnerability. 🎓 CPD Opportunity: 1 hour of CPD. ⚠️ Important Notice: This session is for financial professionals only. Investor's capital may be at risk. Past performance is no guarantee of future returns. Tax benefits are subject to change and depend on the individual's circumstances. Seek financial advice. #FinancialVulnerability #FCACompliance #Webinar #CPD #FinancialServices

📈 Inheritance Tax Receipts Continue to Climb, Opening New Opportunities for Advisers   HMRC’s latest figures reveal that Inheritance Tax (IHT) receipts from April to July 2024 have hit £2.6 billion, up by £200 million from the same period last year. This rise underscores the impact of frozen nil-rate bands on estates across the UK.   As more families are drawn into the IHT bracket, now is the time for advisers to offer strategic tax planning solutions to help clients navigate rising costs.    Read the full statistics here: https://lnkd.in/d3jHBKmP   #InheritanceTax #TaxPlanning #FinancialAdvice #WealthManagement #IHT

🌟 Exciting News: European Commission Greenlights EIS & VCT Extension! The European Commission confirms that it “has decided not to raise objections” to the extension of the EIS and VCT schemes. The UK authorities conducted an ex-post evaluation of the Enterprise Investment Scheme (EIS) and the Venture Capital Trust (VCT) schemes. It demonstrated that these schemes effectively incentivised private investment into targeted companies. The report goes on to state that the schemes were shown to have driven increases in business metrics like turnover, assets, and employment compared to companies that did not receive investment via these schemes. The businesses surveyed indicated that the schemes were crucial for their ability to raise finance. You can read the full publication below. #EIS #VCT #Innovation #EUCommission #UKInvestment #BusinessGrowth

2 Weeks Left to Register for Our Upcoming Webinar! Join us for the first session of our webinar series, "Navigating the Private Markets Landscape with the Praetura EIS Growth Fund," where our experts Sam McArthur, Andy Barrow, and Caroline Flagg will dive deep into the Praetura EIS Growth Fund. Gain valuable insights into the private market landscape and how it can benefit your clients. 📅 Upcoming Sessions: August 29, 2024, at 10:00 AM September 26, 2024, at 10:00 AM Why Attend? 💡 Industry insights: Understand the current climate for private market investments, we tackle the question: Is it a good time to invest in private markets? 🚀 EIS opportunities: A quick overview of tax reliefs that Enterprise Investment Scheme (EIS) investments offer and how you can leverage EIS for your clients. ✅ Real-world applications: Hear about how we find exciting EIS-qualifying investment opportunities and gain insight into our portfolio with companies such as Seatfrog, Coadjute, and Lunio. These sessions will equip you with the knowledge to optimise your clients' portfolios through the EIS. 🔗 Register now to secure your spot: https://lnkd.in/e_hVdQeq These sessions are for financial professionals only. Investor's capital may be at risk. Past performance is no guarantee of future returns. Tax benefits are subject to change and depend on the individual's circumstances. Seek financial advice. The information provided is meant for illustrative purposes and should not be read as advice. 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 two minutes to learn more: https://lnkd.in/e_KUVK6V

There is less than one month before our final CPD-qualifying "Level Up Your Estate Planning" webinar. The session offers a unique opportunity to explore the lending strategy behind Praetura Investments' Inheritance Tax Planning Service (PITPS) with Peadar O'Reilly, the CEO of Praetura Debt Services.    📅 Date: August 29, 2024  🕒 Time: 10:00 AM    Hosted by James Rochfort, they'll cover:    ✅ Estate Planning Opportunities: Learn to spot opportunities for business relief in your client bank.     ✅ Market Overview: Explore the Business Relief-qualifying investments market, uncover common themes across asset classes, and see how Praetura enhances diversification.     ✅ Secured SME Lending: Gain a deep understanding of the secured SME lending sector and its impact.    This session will give you a behind-the-scenes look at how our service can enhance the estate planning you offer your clients.    🔗 Register now to secure your spot - https://lnkd.in/ecJbvFQG   This session is for financial professionals only.    Risk Factors: Investor's capital may be at risk. Past performance is no guarantee of future returns. Tax benefits are subject to change and depend on the individual's circumstances. Seek financial advice.    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 mins to learn more: https://lnkd.in/gNSqSQMe    #EstatePlanning #Webinar #InheritanceTaxPlanning #PraeturaInvestments #FinancialPlanning