Adviser Hour Q1 2023 – EIS: Be in the know with Knowledge Intensive Funds – Watch on Demand

SEIS and EIS provide great opportunities for advised clients to invest in the growth of UK SMEs, though they remain unused by the majority of financial advisers.   Why is this so and can the recent increase in the number of available Knowledge Intensive EIS funds change this?  What are Knowledge Intensive Funds, and how do they differ from traditional EIS funds?

WATCH ON DEMAND

Whilst there is a large number of EIS funds in the market, there are much fewer knowledge intensive EIS funds so this episode takes a look at how the KI funds can help advisers plan for their clients and what the key differences are versus regular EIS Funds.

Topics for the Q1 Episode will include:

  • The key differences between knowledge intensive and regular EIS Funds
  • What investments qualify as knowledge intensive
  • Investment diversification in knowledge intensive funds
  • What investment rules must managers follow to qualify the fund as knowledge intensive
  • What tax certificates are received and when

Alongside long-standing topics such as:

  • Update and views on the 22/23 season
  • Fee Transparency (EISA)
  • Deployment timelines
  • Diversification & Risk

We ask a panel of industry experts these key questions and more.

Hosted by our new host Catherine McQueen, the Q1 2023 EIS Series features a star line-up of both old and new leading industry figures and commentators featuring guests representing a mixture of established and most popular EIS providers, alongside relative newcomers in the market. This episode includes guests from Octopus Investments, MMC Ventures, Par Equity and o2h Ventures.

As well as an in-depth exploration of market trends and analysis, we will also be asking the panel a series of questions from Advisers, in our new Adviser Clinic section.

WATCH ON DEMAND

Scroll to Top

Market Download Subscribe

The market download is a regular weekly newsletter for financial advisers, wealth managers and industry contacts. If you would like to receive it, please submit a subscription request below, and our team will review and come back to you with any questions. Please note this newsletter is only intended for industry professionals and connected parties.

Global Returns Project: Find Out More or Make A Donation

Please fill in the details below to find out more or to enquire about making a donation to the Global Returns Project.

Download Request​

Please provide your details in order to download this document.

Download Request​

Please provide your details in order to download this document.

Download Request

Please provide your details in order to download this document.

Download Requests

Please provide your details in order to download this document.

Arrange a Demonstration

Please provide as many details as you can and we will get back to you very soon to arrange the demonstration with you.

Sign Up to GrowthInvest

Thank you for signing up for GrowthInvest. Please provide as many details as possible so we can configure your account appropriately.

Message Us or Register Interest

If you would like to leave us a message or register your interest in the GrowthInvest platform, please leave a few details outlining how we can help and we will get back to you very soon.

Message Sent

Thanks for your message. We will be in touch soon.