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I was at the Insurance Institute of London (@IIL_London) this week to talk about EIS – specifically the key considerations for advisers. (http://goo.gl/DLLngv) As part of my talk, I argued that simply by virtue of focusing on their chosen career, being on the property ladder and diligent saving over the last 20 to 30 years, many baby-boomers are now contending with some real financial planning issues that they never expected to – namely CGT and IHT liabilities, maxed out pensions and ISAs, and large income tax bills. I then argued that the tax benefits associated with EIS were uniquely suited to address… continue reading