News & Events

Events In the media Tax Enhanced

‘Welcome to the EIS Sector’ Round Table

As part of the launch of the non-AIM Panel Service, last week we hosted a Round Table event bringing together professionals form across the industry to discuss the EIS market and its challenges. Hardman & Co’s Vilma Pabiliontye commented “Some of these fund managers will have been investing for many years, but have only recently […]

MiFID II Monitor

AIM research surge nears FTSE 250 coverage

The average AIM stock with a market cap in excess of £600m enjoys research coverage from an average of 6.1 analysts, up 20% since the introduction of MiFID II in January 2018. Analyst resource appears to have shifted post the reforms, as coverage of FTSE 250 stocks of the same size is at 6.3 analysts, […]

In the media Tax Enhanced

Business Relief panel and consultancy services: ‘…greatest financial planning opportunity of our generation…’

Neil Martin of GBI Magazine states ‘Having reviewed the entire non-AIM Business Relief market, the firm is now creating panels of products which are tailored to the needs of an adviser’s business, and range of client profiles.

Insight News

Investment Companies: Understanding the deepest discounts

We try to answer the questions of why to invest in a company and what the risks are in doing so. For many investors, simply having a deep discount to NAV is a good enough answer to the first question. However, investors need to appreciate the risks and, in particular, the reasons why the shares are at a discount. In this report, we examine the companies with the largest discounts and review those very issues.

In the media News

Mark Thomas explains why he welcomes AIC’s investment company sector overhaul

Our financials and investment companies analyst discusses the AIC’s sector changes.


How small and mid-cap quoted companies make a substantial contribution to markets, employment and tax revenues

Small and mid-size quoted companies (SMQCs) make a massive contribution to society and stock market.

News Tax Enhanced

Hardman & Co launches non-AIM Business Relief panel and consultancy services

In the media

The exponential growth of debt investors- Mark Thomas in AltFi

Mark Thomas’ research on Debt Investment companies was profiled as part of the AltFI article  AltFi Insights: Alternative Income funds hit £15bn. 

In the media Tax Enhanced

Dr Brian Moretta discusses the market appetite for EIS in Growth Business

The article follows the ‘Tax Efficient Review’ in which the HMRC estimates EIS funds decreased from £1.8bn to £1.4bn. The decline can largely be linked to the ‘risk-to-capital’ legislation; “Mark Brownridge, director general of EISA, said: ‘They want every pound to be at risk … you can’t have a low-risk EIS.’”.  Dr. Brian Moretta, comments […]

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