Investments  

Q: What are the pros and cons for advisers?

EIS funds are an attractive solution for clients who want government-blessed tax efficient investment vehicles, particularly those who are higher-rate payers.

Few others exist currently and it is therefore strongly in advisers’ interests to be able to offer their clients such an attractive proposition.

The cons are:

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You must be authorised to advise on EIS and unlike many other products, clients will generally need education in the benefits of EIS, though as their popularity grows one can expect providers to supply informative and educational literature to support the advice process.