Andrew Aldridge: How to pick the right EIS provider for your clients

Five thematic questions

clock • 6 min read

Andrew Aldridge suggests five thematic questions advisers can ask to ensure an EIS provider is not just up-to-speed with recent changes to the tax-efficient investing landscape but an appropriate home for client money

There has been a significant uplift in the degree of interest in the Enterprise Investment Scheme (EIS) recently - particularly since the Budget and the new measures announced by Chancellor Philip Hammond. The new principle-based approach by the government has changed the EIS market and is designed to ensure investors take a proportionate level of risk in order to qualify for the generous tax reliefs available via EIS.  These new developments present significant challenges for certain types of EIS investment managers/providers as the days of capital preservation-focused EIS investments a...

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