GBI Magazine partners with EISA to spread the tax-efficiency gospel

by | Mar 13, 2020

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Exclusive strategic programme to bring IFAs, SMEs and tax efficient fund providers closer

As our regular readers will know, we are a campaigning magazine for the financial adviser community, with the objective of changing the narrative about EIS, Seed EIS, VCT and BR investments. We are the only magazine of its kind for the investment community.

EISA is the official trade body for the Enterprise Investment Scheme; it is a highly effective not-for-profit organisation whose core aim is to help small and medium-sized enterprises (SMEs) obtain the funding they need to grow their business and help drive the UK economy forward.

Throughout 2020, we will be joining forces to offer advisers greater education and insight into EIS, and to assist EISA in their SME support mission, building on an already successful series of round tables. You can read and download the previous round table supplements at the links below:

Together we will host a series of Round Table discussions around EIS throughout 2020 to promote the principles of the scheme and to help build direct IFA relationships.

Each 1-2 hour session will see industry experts discuss a set theme, with input and interrogation from advisers, entrepreneurs and other interested parties.

This format enables in-depth focused discussion on the issues (mutual and exclusive) facing both advisers, entrepreneurs and providers.

The finishing touches are currently being put to the programme, but topics are expected to include:

  • EIS, education, platforms, due diligence
  • Reasons for recommending EIS – tax planning (non-IHT), IHT planning, diversification/risk
  • Concerns when selecting EIS: investment risk, lack of liquidity, exit risk
  • Preferred sectors: technology, general enterprise, industry and infrastructure, pharma and biotech
  • New Entrants
  • VCTs

Alex Sullivan, Managing Partner of GBI Magazine commented: “We have always worked closely with EISA, but I’m delighted that this partnership formally cements our mutual commitment to the extraordinary wellspring of creative entrepreneurship that exists, and always has existed, in the UK.”

Director General of EISA Mark Brownridge added: “We’re excited at this partnership with GBI Magazine and we look forward to broadcasting the EIS message even louder, to the benefit of advisers, SMEs and the overall economy alike.”

For more information about EISA click here 

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