Chartered Business Valuators Institute (CBV Institute)’s Post

🎉Absolutely fantastic news for early stage UK investment today with the confirmation that the EIS and VCT schemes have been extended to April 2035. After 30 years of providing growth finance to 56,000 companies, the certainty that the schemes will be available for another 10 years is an enormous positive for the next generation of spin-outs and start-ups that will be key to UK economic growth.👏 Thanks once again to HM Treasury and to Enterprise Investment Scheme Association (EISA) and the other industry bodies for their tireless work to support the schemes. #EIS #InvestinginInnovation

#Privateequity investment in UK businesses slowed in 2023, but #London remains a top destination for private capital investment. New figures from the British Private Equity and Venture Capital Association (#BVCA) show private equity and venture capital investments of £20.1bn in 2023, down from £29.7bn in 2022. As a result, the BVCA has outlined how the next government can encourage investors to back UK businesses. This includes formulating an action plan for pension investment to unlock additional investment and generate higher returns for savers, publishing an industrial strategy to provide long-term certainty for investors, and prioritising a stable and competitive tax framework. London receives the most investment (42%) but 58% of businesses receiving venture capital or private equity investment were located in the nations and regions outside the capital. Locations receiving most investment outside of London were the South East (10%), North West (7%) and the East of England (7%). Michael Moore, BVCA chief executive, pointed out that while private capital is a key partner for driving growth in every nation and region of the UK, “investment by the industry could be even greater with the right policy environment in place”. “Parties aspiring to form the next government should be guided by the principles of a stable economy, world class standards that are proportionally applied, building on competitive advantages to maintain scale and breadth of talent, and predictable policy frameworks for growth sectors,” he said. Data from the BVCA also highlights how the UK continues to be a hub for technology. In 2023, tech-focused businesses accounted for 39% of total private capital investment, prompting the BVCA to call on the next government to provide a long-term R&D strategy and expand incentives which support “groundbreaking ventures” #executivedirectors #culturetransformation #innovation #ceos #ceo #strategytoexecution #nonexecutivedirectors #commmunications #trustbasedleadership #boardofdirectors #valuersbasedleadership #employeeengagement #ceo #growth #businessresilence #opportunities #trust #research #businessgrowth #modelling #people #values #leadership #thoughtleaders #thoughtleadership

Ever wondered how some British SMEs have made the leap from start-up to success? 🚀 Venture Capital Trusts offer more than just a source of capital; they are a catalyst for innovation, growth, and economic recovery. 💡 ✍️ In her insights article, Alexandra McCambridge, Client Service Manager at Maven, explores how VCTs are transforming the funding landscape for SMEs in the UK and helping them achieve success. Read the full article here 👇 🔗 https://hubs.ly/Q02t83gC0 #BusinessGrowth #VCTs #VentureCapital #Innovation #UKBusiness VCTs are considered a high risk investment product. For further information on VCTs, and in particular if you are unsure of the risks of investing in VCTs, you should always seek advice from a regulated financial adviser.

Vital announced today that it is undertaking consultation on a Dual Listed Trust (DLT) proposal that would involve restructuring Vital into separate New Zealand and Australian trusts with independently traded primary listings on the NZX and the ASX, with equalisation arrangements put in place such that Vital would continue to function as a single economic entity. The proposal is intended to:  - provide earnings and value accretion plus governance enhancements - unlock embedded and future value - make Vital a more attractive investment vehicle - reflect feedback received on a 2020 proposal to list Vital on the ASX Consultation to occur over remainder of 2024 with a view to support a proposal being put to Unit Holders for a vote in early 2025. More details available here: https://lnkd.in/gJWnX6yk Unit Holders with queries or initial feedback may email us at: enquiry@vhpt.co.nz

Some welcome tax news for a change!! We are excited to share that the European Commission has officially endorsed the UK’s request to extend the Enterprise Investment Scheme (EIS) and the Venture Capital Trust (VCT) scheme. This is a positive development for the EIS and VCT sectors, reinforcing the crucial role these schemes play in facilitating investment in emerging companies. Bhavika Nesbitt and her team are on hand to discuss this in more detail and you can read more here, including the European Commission's full statement. https://lnkd.in/eHpCUWvG #EIS #VCT #Investment #startup #tax #goodnews

🚀Boosting business growth with long-term investment certainty Innovative startups and scaleups are the driving force of the UK economy – but looming changes to the Enterprise Investment Scheme and Venture Capital Trust schemes risked cutting their momentum short. Thanks to our advocacy, HM Treasury has extended the sunset clause on these schemes for an additional 10 years, ensuring vital support for businesses looking to scale. This extension provides much-needed certainty for businesses and investors alike, but our work doesn’t stop here. We’ll continue engaging with HM Treasury to push for a review of the existing scheme limits, making them even more effective for the future. Find out more about how we’re powering progress for businesses👇 https://lnkd.in/dbmJc9G5 #PoweringProgress #BusinessGrowth #CBIImpact

This #FinancialFriday we delve into the weird and wonderful world of the Enterprise Investment Scheme, or #EIS. The EIS forms an integral part of the current UK investment landscape as it allows #Growth in the great British #StartUp and #ScaleUp culture we have created as well as empowering the #UKEconomy. In return, investors are rewarded with the opportunity to invest in the "next big thing" and receive significant short, medium and long-term #TaxRelief and #TaxBreaks. Go to https://lnkd.in/emzufwmN for more details. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | info@quantplus.co.uk #AlternativeInvestments #Investments #AlternativeInvesting #Investing #Investing101 #FinancialGoals #FinancialSuccess #FinancialEducation #FinancialLiteracy #FinancialKnowledge #FinancialFreedom #FinancialFuture #TaxIncentives #SEIS #FreeGuide #QuantCapitalMarkets

This Investors' Chronicle article is one of the most thoughtful pieces I have seen on reviving the UK small-cap sector. It covers the public market issues from all angles: costs, liquidity, tax incentives, institutional support. And the voice of the company comes through loud and clear. Often it doesn't. Very pleased to be one of what must have been many market participants to talk to Michael Fahy, CFA. Now is not the time to go quiet on the benefits of growth companies to the UK economy! The Quoted Companies Alliance #growthcapital #midcaps #smallcaps #ukeconomy #aim #aquis #publicequity #liquidity #investment #wealthcreation #backingbritain #entrepreneurs https://lnkd.in/ecmiU59D

Unleashing Growth: Advocating for the Proposal to Raise the Reg A+ Tier 2 Limit Regulation A+ Tier 2 has seen tremendous growth in use and capital raised since the JOBS Act revisions to the program in 2015. The current Regulation A+ Tier 2 annual limit on capital is $75m. There is a bill in Congress to raise the annual limit to $150m. Here are three compelling rationales behind our staunch support for this proposition: Empowering Real Estate and Energy Ventures: In recent years, we've witnessed a burgeoning interest among real estate and energy investment funds in harnessing Reg A+. This surge in popularity stems from the program's remarkable ability to attract investors. Expanding the annual limits for fundraising under Reg A+ would not only be viable for these investment funds but also infuse vital capital into the real estate and energy sectors. Upholding Regulatory Soundness: Crucially, the proposed increase to $150 million maintains the regulatory framework intact. We discern no grounds for concern that this upward adjustment would compromise the program's integrity or investor safeguards. It presents a mutually beneficial proposition. Simplifying Issuer Operations: Presently, companies hitting the existing Tier 2 Reg A+ limit annually are compelled to pursue additional sales through less regulated private placements, adding unnecessary complexity for issuers. Moreover, this route offers diminished protections for investors. By increasing the limit, we can streamline issuer operations while enhancing investor security. We firmly endorse the proposed expansion of the Reg A+ Tier 2 annual limit. Eager to explore capital-raising opportunities for your company? Reach out to us today for a discussion! Call (720) 586-8610. #RaiseCapital #FinancialSuccess #InvestorCapital #fundraising #startups

Looking to Open an Investment Fund in the BVI? The British Virgin Islands (BVI) offers a top jurisdiction for investment funds with favorable tax policies, legal protections, and a strong regulatory framework. Setting up a fund here provides international investors with transparency and compliance advantages while optimizing returns. Mundo Offshore has the expertise to guide you through the BVI's fund structures, requirements, and setup process, ensuring a smooth journey from start to launch. 🔗 Read the full article here: https://buff.ly/4fao9hV #BVI #InvestmentFund #OffshoreInvesting #WealthManagement #MundoOffshore #Finance #TaxOptimization #InvestmentStrategies