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What are the hidden fees in tax efficient investments?

Weekly Insights from James D'Mello on what some Fund Managers aren't telling you.

by Peter Wilson
February 17, 2021
in GBI, Interviews, News, Podcasts & Films
Share this story
Share this story

In the second instalment of our EIS insights series, James D’Mello explains what hidden fees tax-efficient investments may incur, and how to tackle the issue.

Alex Sullivan, the Managing Partner of Clifton Media Labs, spoke to James D’Mello, the Head of Business Development for the Side by Side Partnership, to help Advisers understand the nitty gritty of the EIS tax scheme.

James has over a decades’ financial services experience from a range of specialisms including banking, pensions & investments. Over the last few years, he gained in-depth industry experience working at one of the major platforms in the tax-efficient space.

During his time there, James oversaw some 5000 odd EIS transactions, giving him a very unique, behind the scenes insight into the EIS industry. Today, James is Head of Business Development at The SidebySide Partnership, where he joins a management team responsible for over $1.5bn in exits to date. SidebySide specialises in investments into later-stage EIS businesses already producing over £1m of revenue, Helping to mitigate the start-up risk prevalent in a lot of EIS investments.

Click here to see more of these inside insights

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