James D’Mello, EIS veteran, gives you a checklist of things to watch out for before you make an EIS investment.
There are many things an investor should know before they make an investment, and EIS is no different. In this series, James highlighted what the fund managers aren’t telling you.
If you have any questions for James don’t hesitate to contact him at james@thesidebysidepartnership.com
In the first episode, James helped demystify performance fees, the difference between them and how not to get caught out when investing.
In the second episode, James discussed the importance to ask the fund manager about performance hurdles.
The third episode covered how to spot hidden fees.
The fourth episode touched on company valuations, and what to look out for to ensure your client’s returns.
The fifth episode covered how tax relief can be included in a returns forecast, and the importance of this for managing your client’s expectations.
In the sixth episode, James talked about his firm, The Side by Side Partnership, and how they tackle all these areas.
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.
