Andrew Aldridge: EIS - not just for the 'mega-wealthy'

clock • 3 min read
Andrew Aldridge: "One of the potential misnomers is that EIS, and other tax-efficient investments such as venture capital trusts (VCT) and business relief propositions, are only for the mega-wealthy."
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Andrew Aldridge: "One of the potential misnomers is that EIS, and other tax-efficient investments such as venture capital trusts (VCT) and business relief propositions, are only for the mega-wealthy."

Andrew Aldridge explores why advisers tend not to consider EIS for clients despite most funds accepting investments from £10,000 pounds. Yes, such funds should absolutely be considered 'high risk and illiquid' but is education also part of the problem?

In 2021, it is still remarkable when you hear financial advisers dismissing investment opportunities out of hand. My guesstimate, based on a decade of experience in the financial services sector, is that...

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