EIS 2018 report (web)

INTRODUCTION MARKET RESEARCH MARKET UPDATE INDUSTRY ANALYSIS CONSIDERATIONS FOR INVESTMENT REPORT CONCLUSIONS 03 FOREWORD 06 OPENING STATEMENT 07 REPORT OVERVIEW 08 EXECUTIVE SUMMARY 09 KEY FINDINGS 42 ADVISER SURVEY 46 ADVISER ROUNDTABLE 49 INDUSTRY ROUNDTABLE 50 CONCLUSIONS 52 UK MARKET OVERVIEW 64 BREAKDOWN BY STRATEGY 68 EIS SOLUTIONS 81 CONCLUSIONS 82 THE FUTURE OF EIS 83 EIS SWOT ANALYSIS 84 APPENDIX 86 CPD AND FEEDBACK Intelligent Partnership is committed to the very highest professional standards as embodied by its accreditation and membership to these industry associations. FSC is a non-profit international organisation established to promote the responsible management of the world’s forests. Products carrying the FSC label are independently certified to ensure consumers that they come from forests that are managed to meet the social, economic and ecological needs of present and future generations, and other controlled sources. * Please note: unless otherwise stated, all charts and graphs have been provided by Intelligent Partnership 2018 CONTENTS 31 NEW RULES: WHAT THEY MEAN FOR INVESTORS 35 SME LANDSCAPE AND DEAL FLOW 36 HOW TO ADOPT BEST PRACTICE 37 EXTERNAL DRIVERS 38 THE FEES DEBATE 11 REGULATORY CHANGES 15 FUNDRAISING UPDATE 18 SECTOR ANALYSIS DATA 23 MARKET DYNAMICS 25 PERFORMANCE DATA REVIEW 26 COMPLIANCE CONSIDERATIONS 28 A SNAPSHOT OF RECENT EXITS