EIS Industry Report 2018/19

4 5 CONTENTS INTRODUCTION 03 FOREWORD 06 OPENING STATEMENT 07 REPORT OVERVIEW 08 EXECUTIVE SUMMARY 09 KEY FINDINGS MARKET RESEARCH 54 ADVISER SURVEY ANALYSIS 59 ADVISER ROUNDTABLE 62 INDUSTRY DEBATE MARKET UPDATE 11 FUNDRAISING UPDATE 15 TAX AND REGULATORY UPDATES 19 BUDGET 2018 IMPACT 21 SECTOR ANALYSIS 26 EIS VIA PLATFORMS 28 TOP INVESTMENT SECTORS EIS SOLUTIONS 66 EIS SOLUTIONS 74 PROVIDER COMPARISON 77 PROVIDER DIRECTORY CONSIDERATIONS FOR INVESTMENT 41 THE GROWTH POTENTIAL 43 WHAT ARE THE RISKS? 46 EXIT STRATEGY 48 DEAL FLOW 51 BREXIT IMPACT CONCLUSIONS 79 REPORT CONCLUSIONS 80 EIS SWOT ANALYSIS 81 APPENDIX 82 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 for- ests 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