Where advisers should focus in EIS due diligence - PA webinar panel

'EIS under the bonnet'

Tom Ellis
clock • 2 min read

In Professional Adviser's webinar 'EIS under the bonnet', three of the UK's leading experts in the sector offer guidance on how advisers should grill prospective fund managers in their EIS due diligence.

Calculus Capital chief executive John Glencross - who is joined on the panel by Par Equity LLP partner Paul Munn and The SidebySide Partnership partner John Bailye - says it is important advisers do their own investigating into Enterprise Investment Scheme (EIS) funds, as well as using third-party reviewers. Click here to watch webinar "Advisers need to do their own research," he says. "They need to look at the background of the fund and ask: what it is they are doing, how long have they been doing it and did they suddenly reinvent themselves? Look at their investments, their track re...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

State pension age income taxpayer numbers continue to rise

State pension age income taxpayer numbers continue to rise

HMRC predicts numbers to hit 9 million in 2026/27

Sophia Panayi
clock 15 July 2026 • 2 min read
IHT on pensions: Why the compliance challenge is bigger than the tax change

IHT on pensions: Why the compliance challenge is bigger than the tax change

Advisers are revisiting long-held assumptions

Lauren Kiley
clock 08 July 2026 • 4 min read
OBR forecasts rise in IHT and CGT take as ageing population increases

OBR forecasts rise in IHT and CGT take as ageing population increases

Expected to increase from 1.4% to 2.2% of GDP

Isabel Baxter
clock 08 July 2026 • 2 min read