Tax Enhanced Services

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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Advising and investing with confidence

Product reviews

We write research reviews on funds and companies. Our reviews are detailed and unbiased, supported by unrivalled market sector experience and expertise

Support for advisers

We provide advisers with insight and support to advise their clients with confidence

Panels

We tailor panels of tax enhanced products to the nature of advisers’ business and client base

Product research

Our research is designed for three different audiences:

  • Product providers and managers – who help advisers meet their due diligence and compliance requirements by having a third party review.
  • Advisers – to help them select appropriate and suitable products for their clients, with confidence.
  • Investors – to help them make an informed and balanced investment decision.

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.

Support for advisers

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

Panels of tax-enhanced products offer several benefits to a firm of advisers.

  • We offer three levels of service ranging from completely bespoke, to a smaller adviser service, and straightforward access to reviews.
  • We provide real insight and expertise, so that you don’t have to, saving you time and money.
  • We can provide updates during the year, so that you can be confident that the advice you are giving your clients is always up to date.
  • We can provide support and training to advisers as appropriate.

Talk to us about which service is right for your business.

Get in touch

Hardman & Co instinctively understood our business, and how we added value to the companies we invest in.

Paul Atkinson, Partner

Par Equity LLP