As we approach tax tear end, now is the time for your clients to take advantage of the investment opportunities available in early-stage companies. They can also claim a range of valuable tax reliefs that can help solve a range of tax planning challenges.
Blackfinch have an ‘Unpacked’ series of short videos that explain the benefits of investing in an EIS and VCT and can help to put your investment recommendations into context with your clients.
Did you know you can fill out a client illustration online? It’s quick and simple and saves time, while also ensuring you and your client get comprehensive information about the investment you recommend, including its fees and charges.
To find out more about Blackfinch’s EIS illustration, click here.
To learn more about Blackfinch’s VCT illustration, click here.