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FOREWORD
Welcome to the first industry report focused purely
on the Enterprise Investment Scheme.
Take advantage of legitimate tax allowances and diversify your portfolio
– all the while giving a helping hand to small UK businesses. Who
wouldn’t want to invest in an asset class that does all this? Advisers
who can help their clients to access these kinds of opportunities are clearly
providing a great service – and adding value for their customers.
Sure, EIS investments won’t be for every client and probably won’t be for
every adviser. But with declining pension allowances, low annual ISA limits
and volatile stock markets, EIS feels like an asset class whose time has come.
This report will help advisers get to grips with the EIS sector, whether
approaching it for the first time and wanting to understand what
it is all about, to those already experienced who just need
a refresher on where the market is right now.
We’ve compiled the report with input and assistance from the EIS Association,
compliance consultancy Bovill, EIS review provider Allenbridge Tax Shelter
Report and several EIS managers who are credited in the report. We could
not have put such a comprehensive and authoritative report together without
their input. Of course, any errors or omissions are ours and not theirs.
We also surveyed EIS investors via Angel News, the website for sophisticated
private investors, we interviewed some prominent platforms that intermediate
in the EIS market and we surveyed our own database of advisers and
financial services professionals. This work helped us to develop a qualitative
picture of where the market is in 2014 – how the most important people,
the people on the ‘ buy side’ of the market, feel about investing in EIS.
Finally, in order to give us a more quantitative view of the market, we
undertook a large-scale desktop research project to compile a register of as many
EIS investment opportunities as we could find. In short, this work allowed
us to identify some emerging trends in the market and provide some analytics
that we believe will help guide advisers in their investment decision making.
As far as we know, this is the only place where advisers and
experienced investors can access all of this information in one place.
Our aim is to make it easier for advisers to use EIS investments
within their clients’ portfolios – now and in the future.
GuyTolhurst
Managing Director
Intelligent Partnership
COPYRIGHT © INTELLIGENT PARTNERSHIP 2014
CREATIVE
Chris Weaver
Adam Pointer
SUB-EDITING
Guy Tolhurst
RESEARCH
Luke Jackson
Samantha Goins
MARKETING
Georgina Stockley
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Four Way
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EDITORIAL
Daniel Kiernan
Luke Jackson
Samantha Goins
