Andrew Aldridge: EIS and the benefit of experience

Specialist v generalist

clock • 4 min read

Advisers are likely to know which specialist they would turn to if they were looking for an emerging markets or property fund so why, asks Andrew Aldridge, do many people still entrust EIS investing to generalist managers?

We have all witnessed the evolution of the financial services sector over recent years. As the sector has become increasingly complicated and it has become impractical for advisers to be experts in all aspects of the financial services world, one of the key changes we have observed has been the move towards specialist providers. Whether that is specialist advisers or dedicated investment managers, this move has been extensive. As an adviser, you probably know which investment managers you would look to if considering an emerging markets fund and, similarly, who you would look to for a pr...

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 Tax Planning

Advisers see higher client demand as tax changes and rumours cause confusion

Advisers see higher client demand as tax changes and rumours cause confusion

See opportunity to provide ‘much-needed’ clarity

Isabel Baxter
clock 23 April 2025 • 2 min read
HMRC to raise £110m per year by cutting IHT relief on AIM shares

HMRC to raise £110m per year by cutting IHT relief on AIM shares

Will make gifting a more attractive option to investors

Isabel Baxter
clock 22 April 2025 • 2 min read
Advisers worry about pension and IHT changes as clients feel impact

Advisers worry about pension and IHT changes as clients feel impact

Advice landscape has ‘fundamentally shifted’

Isabel Baxter
clock 20 March 2025 • 2 min read