Professional Adviser 360, April 2018
- On April 27, 2018
- By GrowthInvest Admin
Thank you to all who came to Professional Adviser 360 on the 24th April, we hope you managed to stop by our stand or attend the panel discussion VCTs and EIS Compared, which featured GrowthInvest’s Managing Director Daniel Rodwell, alongside Ian Battersby from Seneca Partners and Jack Rose from LightTower Partners.
The event consisted of three streams with differing focuses:
Stream 1: You and your business
Stream 2: You and your clients
Stream 3: You and your profession
This made for a fantastic day, allowing delegates to attend panel discussions tailored to their interests, as well as having a number of product providers to meet with in the main hall.
The panel discussion looked within the tax-efficient investment arena at two leading products for those seeking to benefit from government investment incentives – Venture Capital Trusts (VCTs) and companies that qualify under the Enterprise Investment Scheme (EIS) rules. Although they are both tax-efficient investment structures, the advantages they offer are entirely different, so client circumstances and investment strategies need to be carefully considered before choosing where to invest. This session put VCTs and EIS under the spotlight, and looked in detail at the pros and cons of both products. We had great feedback from many of the 100 or so attendees to the session, and were pleased to meet many more at our stand.
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