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An Adviser Guide to Alternative Tax Efficient Investments – Access Now

This new adviser guide is an important resource for any adviser active in this market or wishing to develop their business in this area.

Edited by Adviser Home director, tax efficient solutions, Lisa Best, one of the most knowledgeable commentators in this sector, it covers:

 

 
  • The key differences between SEIS, EIS and VCT investments and what they can do for clients
  • The pros and cons of using VCT, EIS and SEIS
  • The main considerations relating to exits from VCT investments
  • The practicalities associated with EIS follow-on investments
  • Consumer Duty requirements relevant to recommending high risk alternative investments 
  • The Guide also offers access to additional sources of educational, statistical and practical information that can be used with clients or for strategic planning and/or CPD purposes

In the Guide you’ll find valuable expert comment from our partners and advisers specialising in alternatives.

CPD

The Guide provides 45 mins of unstructured CPD.

Our thanks to our partners Haatch, O2h Ventures, SFC Capital and Praetura Investments.

 

 

We believe you’ll find this an excellent resource, full of practical insight and easy checklists on the various products within the alternatives world.

Access the Guide here
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