20 things you need to know about EIS

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EIS can form an important part of your clients' estate planning. Simon Ruthers goes through what you need to know.

During a prolonged period of higher personal taxation, advisers need to respond to clients' demands for innovative ways of introducing greater tax-efficiency into their long-term financial plans. With further reduction in pensions allowances scheduled for 2014/15, this is likely to provide a further opportunity for innovative, non-aggressive tax planning. An increasing number of advisers have embraced the benefits of incorporating EIS into their recommendations - particularly as this can be a source of incremental fees. Here are twenty key points to discuss with clients about EIS: ...

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