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 ...

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 VCTs / EIS

Five reasons VCTs could make sense for your clients and your business

Five reasons VCTs could make sense for your clients and your business

'VCTs are now emerging as a tax-efficient option for a potentially wider audience'

Kirsty Barr
clock 07 August 2025 • 5 min read
How tax-advantaged investments are powering UK innovation and economic growth

How tax-advantaged investments are powering UK innovation and economic growth

Schemes continue to fuel entrepreneurship and support innovation

Prashant Trivedi
clock 14 July 2025 • 4 min read
The opportunities advisers are tapping into following Budget tax 'chaos'

The opportunities advisers are tapping into following Budget tax 'chaos'

And why a fresh approach is being taken to VCTs

Professional Adviser
clock 27 June 2025 • 1 min read