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This is our second annual Industry Report on the EIS market. Compiled in autumn 2015, rather than covering old ground and focusing on the history and development of the scheme (readers who are interested in this can download a copy of the 2014 report which covers this in detail) this edition of the report looks at how the market has developed over the last twelve months and examines key areas of interest for advisers.

Readers will learn about the changes in legislation that were introduced in 2015 and the impact of these that they will need to consider when investing in EIS; the tax reliefs available with some specific suggestions of how they can be used to address different client planning needs; the challenges assessing performance history when there have been so few exits; how to find a reference point to assess if the fees and charges are fair; and suggestions for carrying out suitability assessments, due diligence and putting together investment panels. Finally readers will learn how their peers and other investors view the EIS market.

We also discuss exciting new developments in the sector, such as adviser platforms, the advent of new tax reliefs for social investment and the impact of Seed EIS and Crowdfunding.

For advisers who are new to this sector and perhaps considering it for the first time in the light of new limits on what can be saved into pensions, this report will provide a useful overview and reference point to help them approach the market, giving them guidance on what to look for and where to go for more information.

For advisers with more experience in the EIS market, it will help to keep them up to date with the latest changes in the rules governing the scheme and any new developments, as well looking in depth at what is available in the market today and what the typical levels of fees, returns and areas of investment are.

Key Findings:

• 17 product launches from January to September 2015
• The average minimum investment level is just under £22,500
• The average fundraising target is just under £20 million
• Only 6% of new launches this year (Sep ‘14 to Sep ‘15) are into Renewables products
• 12% of new launches are into Media, up from 2% last year
• 91% of products open for investment today are focused on growth in some capacity
• The average return target for open investments is 26%
• General Enterprise and Media are the two sectors doing the most fundraising
• On average, fundraising targets are slightly lower than previous years

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*Intelligent Partnership was named Joint Winner of the Best Innovation Award at the 2014 EISA Awards for its Alternative Investment Report Series.