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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.

Private company valuation consultancy service for EIS Managers

In today’s market an independent expert valuation is indispensable for Fund Managers, Investment Committees and Boards of Directors

A bespoke service

  • We evaluate and assess existing private company valuations
  • We advise on appropriate methodologies in undertaking new valuations

Why now?

The commercial and financial world is going to remain challenging for the foreseeable future, but business must go on. Growth companies need to be supported. They need to be valued.

In more buoyant times, high quality businesses with scale-up potential can attract equity funding from multiple investors.

But we are facing a very different world today:

  • funding may not be as readily available
  • valuations may require greater scrutiny for portfolio reviews as well as for transactional purposes.

For compliance purposes, too, a third-party assessment provides an additional label of due diligence.

Why Hardman & Co?

We have significant experience in providing consultancy services to fund administrators to provide realistic guidelines assisting in the valuation of private companies in equity funds.

It is this expertise that is now being made available to EIS fund managers.

Our approach is generally defined by the International Private Equity Valuation (“IPEV”) Guidelines, but we appreciate the subjective nature of this framework. Combining the skills of our analysts with the experience of our capital markets professionals allows us to provide valuable assessments.

Our experience covers all major sectors and we have evaluated businesses with a variety of growth profiles. We understand how to select the appropriate methodologies and undertake the computational work to support the valuation conclusions. Importantly, we also consider the impact of real-world circumstances on valuation trends.

Uncovering fair value together

Enquire here.

Let's talk

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

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

More information about our panel service

Click here to download our brochure

Download our brochure

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

What we do

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.

Find out more

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Product reviews

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, 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