Tax‑efficient investments are not suitable for everyone. But they cannot be ignored, writes Andrew Aldridge
Despite years of regulatory refinement and growing client demand, some parts of the adviser community still treat specialist tax‑efficient investments, such as the Enterprise Investment Scheme or the Seed Enterprise Investment Scheme or Business Relief‑qualifying solutions, as peripheral tools rather than integral components of holistic financial planning. The reasons given are often familiar: "Our professional indemnity insurer won't cover it", "compliance won't like it", "we don't have the experience", "unquoted companies are too risky", or simply that these investments sit outside th...
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




