Reviews and insight into tax enhanced products that enable advisers to advise their clients with confidence. This embraces SEIS, EIS, BR and VCT products.
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.
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Dr Brian Moretta on the Adviser Hour by GrowthInvest, panel discussion on estate planning and IHT, including current government led overview of the market.
We are the only company that offers MiFID II compliant independent research absolutely free to advisers.