Key issues to consider when investing in the tax efficient sector

Questions advisers should ask EIS and VCT product providers

clock • 6 min read

Richard Manley shares his thoughts on key questions advisers should be asking EIS and VCT providers on clients' behalf...

Enterprise Investment Scheme (EIS) and venture capital trust (VCT) product providers have clear differences in approach. With that in mind, it is worth highlighting a few useful questions that investors and advisers should be aware of before making an informed decision. Which part of the market do you invest? Broadly, when investors put their cash into either an EIS or a VCT, they are investing in early-stage companies. Yet, within that there are nuances. Such companies will either be seed, pre-revenue, post-revenue & pre-profit or profitable. Investing in a younger company, during ...

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