EIS Industry Report 2016/17
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Discover the key trends in the EIS market
Explore what EIS can do in terms of tax benefits
Find out how recent legislative changes are impacting the EIS universe
Learn about new investment products and strategies
Review how your peers use EIS with our advisers’ survey and roundtable
Earn up to 4 hours of CPD
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After reading the report, you will understand:
Developments in EIS: A detailed look at what’s changed and what the future might hold
Fundraising success: How much has been raised by the scheme and the outlook for this year’s fundraising
Technical pitfalls: The rules to be wary of in order to be eligible for the full set of reliefs
Advance assurance: How HMRC has slowed down processing advance assurance applications
Performance and exits: Discover improvements in accessing EIS performance and exits
The report will also give you:
Due diligence: A due diligence framework that highlights the areas that require extra attention when it comes to EIS investing
Client case studies: Examples of suitable client profiles for you to benchmark against your own client base
EIS underlying assets: A review of the wide range of sectors that the EIS universe encompasses
Industry analysis: A detailed look at the market composition, charges & fees, returns & hurdles and other key investment metrics
Industry roundtable: How the managers & platforms view the current and future state of play in EIS
The Current State of Play in the EIS Market
Learn about the latest legislative changes in EIS and find out how managers are responding to them. Our research shows that HMRC advanced assurance are taking longer and some advisers feel that the administration of the tax reliefs is unnecessarily complex. Take a look at the 5 possible options suggested by HMRC.
What financial planners, wealth managers and IFAs said about our previous Industry reports
We are delighted to support the efforts of Intelligent Partnership and their EIS Industry Report is quickly establishing itself as an invaluable adviser reference. I know from my previous role in a financial planning advisory firm that it’s difficult to get authoritative and credible research into the EIS industry but that’s exactly what this report provides.
I have found this report very useful covering many aspects of EIS. Nice to see statistics and average charges in the report too. I have saved the report for future reference as it will be a useful resource to refresh my knowledge.
Very interesting and informative, the report made a complex area of financial planning much more understandable. Excellent learning, training and competence material from Intelligent Partnership. A good read with excellent exam at the end to test my understanding.
The report was very thorough and gave an excellent overview to the background of the industry and analysis of the key stats
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The 2016/17 EIS Industry Report is supported by leading investment providers
Blackfinch Investments is an established and experienced manager in the UK market for tax efficient and capital protected investments. Blackfinch specialise in Inheritance Tax mitigation through Business Property Relief (BPR) for both individuals and corporate entities, Enterprise Investment Scheme (EIS) Portfolios and also Seed EIS (SEIS) Portfolios. With a focus on capital preservation, Blackfinch look to protect investor capital through asset backed investment strategies in sectors such as property, lending, renewable energy and media. Underpinning this investment strategy is a first class client services and intermediary support team based in both London and Malvern, Worcestershire. Their approach embodies the Blackfinch philosophy: efficient client-focused solutions delivered in a simple and transparent way.
Successful EIS investing is about managing risk.
Investing in unlisted smaller companies can be exciting and highly rewarding but very few private investors have the necessary time or experience to originate the right deals, agree the right terms and conduct effective due diligence.
CoInvestor helps reduce your EIS investment risk by letting you co-invest alongside experienced fund managers committing their own funds into each deal.
Deepbridge is a different kind of investment manager. We work closely with financial advisers and investors to design innovative products, ranging from investment in technology growth companies to asset-backed renewable energy projects. We also partner with innovative and committed management teams to help UK based companies realise their potential and become successful leading-edge businesses. Deepbridge operates across four principle divisions: disruptive technology, sustainable technologies, life sciences and renewable energy. Take a look through our website to find out how we could help you.
GrowthInvest is a unique,
independent platform which provides
access to tax efficient investments
to a growing network of UK financial
advisers, wealth managers as well
as investors. The Platform aims to
bring the advantages of early stage
investing to a wider audience of
investors and advisers, who are
in a position to benefit from the
higher returns these companies
potentially offer and tax efficiency
via Government-sponsored schemes.
The purpose-built technology allows
clients to consolidate, control, build
and enhance their investment
portfolio within a single, secure
Oxford Capital aims to make EIS investments accessible, easy to understand and hassle-free for investors and their financial advisers. The firm has two distinct EIS strategies – Investment in high growth companies from a range of industries and investment in companies which own infrastructure assets. The Oxford Capital Growth EIS portfolio backs established businesses to support their expansion. Oxford Capital builds each investor a portfolio of around 8-10 companies, providing the tax advantages of the EIS whilst mitigating some of the risk of smaller company investments through diversification. The Oxford Capital Infrastructure EIS invests in companies which own and operate infrastructure assets, such as renewable energy installations, earning revenues through long-term contracts. Because the investments are asset-backed, the Infrastructure EIS has a lower risk profile than some other EIS investments.
Seneca is an independent investment management and corporate advisory business for High Net Worth individuals and SMEs. We have truly achieved our aim of becoming a home for SMEs where companies and entrepreneurs can access invaluable support and opportunities.
Our team brings together decades of success in providing bespoke investment and advisory solutions for our clients across a multitude of financial areas.
TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 22 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.