EIS Industry Report 2014

Tax Efficient CPD Accredited EIS Industry Report 2014

  • The EIS Industry Report 2014 is the very first comprehensive overview of the background, risks and benefits of the EIS market. The report includes unique analysis of historical and current EIS investment opportunities, adviser and investor surveys to gauge market sentiment together with a survey of EIS investment managers and investment providers. The report aims to bring more transparency to the EIS market and educate readers on the unique opportunities and risks with EIS investments.

Why Invest in Smaller Companies?

Tax Efficient Members Only Why Invest in Smaller Companies?

29 Jul 2014

  • Small companies have played an important role in the UK economy for many years, but recently start-ups or already established companies looking to expand are struggling to find funding. Investors who like to take a more hands-on approach may find that investing in a small business can provide several benefits that aren’t available elsewhere.

EIS: Measuring Performance

Tax Efficient EIS: Measuring Performance

8 May 2014

  • One of the biggest obstacles to investment in the EIS sector is the lack of independent, accurate performance information. Without this information advisers and investors are putting their money in a blind pool and trusting that the manager will be able to produce the kind of performance they are promising, but with no verifiable track record to assess the veracity of their claims.

     

Tax Efficient Straight Talk: EIS

14 Apr 2014 20 minutes

  • This episode of Straight Talk discusses the Enterprise Investment Scheme with new gaming technology outfit Play Jam executives Marco Baccanello and Bill Cunningham.

Rolling up EIS Investments

Tax Efficient Members Only Rolling up EIS Investments

2 Dec 2013

  • Following Intelligent Partnership’s previous paper “A Review of the Advantages of EIS Investing, with a Focus on Using a Portfolio Approach”, this article examines the possibility of re-investing the gains from EIS investments in other EIS offers.

Tax Efficient Head to Head: Venture Capital

25 Nov 2013 10 minutes

  • Lawrence Gosling and David Stevenson investigate the best way of investing in younger companies – should we use venture capital trusts, or invest directly with a venture capital firm or even a private equity fund? What are the risks with each method of investing , and is a focus on the tax advantages of venture capital trusts a sensible move for private investors?