Our Adivser’s Guide to the Enterprise Investment Scheme is a valuable reference resource for financial advisers and paraplanners on the practical and technical aspects of using the EIS. The scheme, which is heading towards its thirtieth birthday, can combine high growth potential with generous income and capital gains tax reliefs, while offering a vital funding mechanism to the UK’s most innovative SMEs. These are the companies that will be fundamental to the chancellor’s, “future economy built on a new culture of enterprise.” But for investors, a thorough understanding of the current rules, regulations and functional nuances is key to the best outcomes. The guide’s case studies, flowcharts, tables and explainers are all designed to put professionals in a position to consider the most important variables.
You can claim up to 4 hours CPD for reading the guide and it is free to access here.