The Enterprise Investment Scheme Association (EISA) recently announced that it has established a Financial Planning Committee to encourage more financial planners and wealth managers to engage with the EIS industry and explore the investment, financial and tax planning benefits that EIS and SEIS can bring to client portfolios.

One of the first points on the agenda is to survey the financial planning community about attitudes to EIS/SEIS, levels of knowledge and expertise about them, and whether there are barriers to their use. Results will inform future activities and priorities of the Committee to engage the wealth and advisory communities, such as seminars, workshops and literature designed to demystify and explain EIS/SEIS.

As the UK’s leading curator of research and education on alternative investments, Intelligent Partnership is committed to engaging financial advisers and wealth managers all year round – so it’s unsurprising that its Managing Director, Guy Tolhurst, has been invited to serve on the Committee.

Commenting on this industry initiative, he said: “The aim of this Committee aligns perfectly with my own vision for the industry and that of Intelligent Partnership – to increase awareness and understanding of alternative investments among the advisory community. Our EIS Industry Report, which won an EISA Award for Innovation in February, recognised the role of IP and its research and educational content in developing a more open and transparent market that advisers and investors will have confidence in.”

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