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  • Understand the main changes to EIS introduced by the Autumn budget, 2017 and their potential impact on the EIS market.
  • Be able to identify the recent trends in EIS fees, including the pros and cons of fees charged to the investor and fees charged to the investee.
  • Be aware of the key strengths, weaknesses, opportunities and threats currently in the EIS market.
  • Pinpoint recent changes to key EIS investment metrics such as target returns, minimum subscriptions and strategies.
  • Be able to benchmark current products and providers against each other on key investment criteria.
  • Recognise how the adviser community is currently interacting with EIS and its areas of confidence and concern.

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Unbiased

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Unbiased

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Professional Adviser

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Professional Adviser

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Portfolio Adviser

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Portfolio Adviser

5/19

Money Marketing

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Money Marketing

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Financial Reporter

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Financial Reporter

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Financial Adviser

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Financial Adviser

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City Wire

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City Wire

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Investors Chronicle

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Investors Chronicle

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Intrinsic

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Intrinsic


Brief Overview

EIS was one of the main targets of the 2017 Autumn budget. The resultant changes, and the responses to the government’s Patient Capital Review have solidified government support for the scheme, whilst making sure that EIS is focused on investment in legitimate risk capital. Our report looks at the new environment that has been created as a result of the regulatory changes, as well as external factors that are influencing the investment risk profile and how that is likely to impact the audience for this scheme which is so vital to UK SMEs.. Advisers would be well advised to take a good look at EIS managers to reassess pivoting and relevant experience. But they should also recognise the ongoing benefits of a tax relief with HMRC’s stamp of approval in these times of increasingly aggressive tax investigations.

Sponsors Quotes

Comments on the EIS market

Sponsors

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Blackfinch

Tax Efficient

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Blackfinch

2/7

Deepbridge

Tax Efficient

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Deepbridge

3/7

Downing

Tax Efficient

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Downing

4/7

Ingenious

Tax Efficient

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Ingenious

5/7

Jenson Funding Partners

Tax Efficient

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Mercia

6/7

Seneca

Tax Efficient

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Seneca

7/7

Symvan

Tax Efficient

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Symvan

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