Tax Efficient

Matt Taylor discusses the tax advantages of EIS and how they can could be appropriate for a wider range of clients than many people may have realised. We also talk about why EIS is becoming so popular, the approach of HMRC, some of he risks involved in investing in smaller companies and the three questions advisers must ask when considering the suitability of their clients.

Keith Robertson expands on his three-pronged approach to suitability for EIS, discusses why advisers “parrot third party investment information at their peril” and shares his common sense hints for investing in EIS. He also tells us why he doesn’t place any faith in risk profiling tools.

Simon Housden discusses due diligence on EIS investments. He warns us about the issues of limited availability of capital preservation EIS; the increased potential risks and returns that gearing brings; and why providers need to balance fundraising with deployment. We also cover why advisers should manage expectations around investment time horizons, and the timing of tax reliefs.

Andrew Brierley from PwC discusses the changes to the EIS regime that were introduced in the March and July Budgets in 2015. He talks about the reasons for the changes, what advisers need to consider and whether we can now expect a period of stability for the rules governing these schemes.

Highlights of the EIS Masterclass at the offices of PwC in London where a sell-out audience of financial advisers and wealth managers heard presentations from Andrew Brierley representing PwC, Sarah Wadham from EISA, Matt Taylor of Rockpool, Andrew Sherlock from Oxford Capital, Keith robertson representing Armstrong Financial , Andrew Marris of MICAP,  Simon Housden from TIME Investments and Jason Butler, Wealth Management Consultant.

David Gauke outlines why the Government support firms investing in smaller businesses, and the importance of a healthy and dynamic investment industry that is focused on this area.

Guy’s speech from the 2015 Growth Investor Awards. He shares his vision for the awards and tells us what he means when he talks about “impact beyond investment”.

Highlights of the 2015 Alternative Investment Summit, where 218 delegates were able to network and learn from 15 panels and presentations from 36 speakers on topics ranging from growth barriers and opportunities in tax efficient investments to the adviser and investor cases for crowdfunding and P2P lending – plus insights and observations from FOS Lead Ombudsman Caroline Mitchell; Senior Policy Adviser to HM Treasury, Wyndham North; and Seven Investment Management Co-founder Justin Urquhart-Stewart.

These stories of “impact beyond investment” bring to life a national campaign to highlight the importance of venture capital schemes, and evidence the industry’s contribution to the economy through job and wealth creation. The Growth Investor Awards recognise those enabling start up and ‘scale up’ businesses to realise their full potential and drive Britain’s economic recovery.