News

EIS as an annuity substitute post-April

Intelligent Partnership wrote an article for FT Adviser. Click here to see the original page  In the light of the forthcoming new pension freedoms, many advisers will be looking for alternatives to annuities – not necessarily to totally replace annuities, but perhaps to bridge the gap between retirement and a later annuity purchase or to work alongside an annuity. Solutions that fit the bill would provide income, tax relief and possibly inheritance tax relief without sacrificing flexibility. A well-constructed portfolio of EIS investments could be one option. We looked at something similar to this in our annual EIS Industry Report.… continue reading

February 3, 2015