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GBI 41 | The EIS Verdict | December 2023

by | Nov 28, 2023

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Welcome to the final issue of GBI Magazine for 2023! 

If you were able to attend our much-anticipated ‘EIS on Trial’ webinar, I hope you enjoyed it! However, if you weren’t available to attend, this issue has got you covered. We kick off this magazine by revealing the results of the webinar, guiding you through the debate from start to finish.

Next, we bring you an exclusive interview with one of the industry’s biggest names. Octopus Investments’ Jess Franks addresses some of the myths and concerns around EIS portfolios and knowledge-intensive funds, explaining how advisers can benefit from adding EIS investment to their client offerings, as well as suggesting ways in which they can begin the process of doing so.

 
 

Lastly, following the Autumn Statement which revealed the government’s plans to extend the VCT and EIS sunset clauses until 2035, we reached out to our clients to get their expert views on this news.

As always, we bring you a selection of tax-efficient investment opportunities with our Open Offers section, which are available to your clients now.

I hope you enjoy this issue and have a great rest of 2023. Our heads are down for tax-year end as we look forward to bringing you more exclusive content in 2024!

 

Alex Sullivan 
CEO and Managing Partner

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