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?


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.


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