EIS providers: We are not just managing funds; but building up businesses too
- On March 14, 2019
- By GrowthInvest Admin
Partner Insight: Strong performance and lower fees have propelled the use of EIS strategies by advisers in recent years, and for advisers, investors and providers alike there has been a “paradigm shift in the sector,” according to Jack Rose, head of tax-efficient products at LightTower Partners.
He points out that for many years the sector was dominated by products that had significant assets or contracts in place that were designed to limit the downside for investors over the shortest investment time period as possible.
“These products usually had limited upside, but that wasn’t really the point of them,” says Rose.
“They were invested in for predominantly financial planning reasons, especially around Capital Gains Tax (CGT) deferral and estate planning.”
The landscape is very different now, however.
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