EIS and VCTs have been described by several guests as one of finance’s best kept secrets, which makes the job of advisers challenging when they recommend them. Stephen Jones has a lot of experience dealing with these, and has won several awards for the quality of his services in the tax-advantaged area.
We had a really good discussion which will be split over two episodes. In this one, Stephen talks about the framework that he uses for giving advice and how and where tax-advantaged investments fit into that. We discuss some of the issues around suitability and how to choose between EIS and VCTs. We also talk about product selection at a high level, but will dig into that more in next week’s bonus episode.
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Stephen Jones founded Clear Solutions Wealth & Tax Management in 2005. The firm delivers holistic financial planning, utilising tax-efficient solutions to both mitigate existing tax liabilities and reduce the impact of future taxation. Stephen remains one of relatively few planners who has attained the accolades of Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society. Among other awards, in recent years he has twice won Financial Adviser of the Year at the Growth Investor Awards, as well as EISA Financial Planner of the Year. He has also featured regularly on BBC Radio and appeared on national television as an expert financial planning specialist. He continues to be a long-term regular columnist for ‘What Investment’ magazine. He was the first IFA to be appointed to the Main Board of the Enterprise Investment Scheme’s Association – the leading trade body for Enterprise Investment Schemes.
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