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The eight common mistakes advisers make when recommending EIS and how to avoid them

In a series of articles commissioned by Intelligent Partnership, we asked industry experts RW Blears to share their thoughts on the current state of play in the EIS market. In the first article, written by Roger Blears, he considers some common mistakes he sees advisers making when they first encounter EIS. Tax planning and tax-efficient investing can be one of the areas where advisers can really add value for their clients: research has shown that most consumers do not feel confident investing in these areas without professional help. However, for many advisers the need to advise on tax efficient investments… continue reading

March 16, 2016