Reviews and insight into tax enhanced products that enable advisers to advise their clients with confidence. This embraces SEIS, EIS, BR and VCT products.
Having reviewed the entire non-AIM Business Relief market, we are now creating panels of these products that are tailored to the needs of advisers’ business, and range of their client profiles. We also review and update panels on a regular basis, so that advisers are always up-to-date in their recommendations.
More than that, Hardman & Co can host educational workshops and roadshows across the UK, and carry out personalised seminars on specific requested topics.
If you would like to find out more about this service and how we can help your IHT business grow, please contact Richard Angus on 020 7194 7622 or drop us an email
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Tax enhanced products are an increasingly important part of providing a diversified investment portfolio and for financial planning. There is growing demand from clients, and the government is clearly supportive of them.
Under MiFID II legislation introduced in early 2018, advisers are responsible for understanding the nature of the products they are offering. Our reviews are designed to help advisers recommend these products with confidence.
We work with providers of SEIS, EIS, VCT and BR products to produce independent reviews.
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Our research is designed for three different audiences:
We have an extensive team of investment professionals and market analysts that can offer unrivalled insight and expertise into all tax enhanced products.
Our focus is to assess each product for its investment merits, not only the associated tax reliefs.
We use our wide experience across all market sectors to give insight and context to the investments that we review. Our insight and perspective enables advisers to speak with their clients on tax enhanced products with confidence.
We welcome questions from advisers and offer training workshops for teams of advisers and paraplanners.Find out how we can help
Panels of tax-enhanced products offer several benefits to a firm of advisers.
Talk to us about which service is right for your business.Get in touch
Dr Brian Moretta on the Adviser Hour by GrowthInvest, panel discussion on estate planning and IHT, including current government led overview of the market.