We invite you to take part in a short survey exploring how different Wealth Manager firms and Financial Intermediaries utilise tax efficient products such as EIS, VCT and IHT planning solutions when advising their clients. It also looks further into other alternative investments and how the focus on them may change year on year.
Your insights are highly valuable and will help build a clearer picture of market trends across the sector. We will look to make this a regular 6 monthly survey and will share the findings with those that complete the survey. As an extra incentive to complete the survey there is a prize question and one lucky person will win an iPad.
The survey will take no longer than 5 minutes to complete.
To be eligible for our prize draw to win an iPad, please submit your response by midday on Friday, 27th June. Responses received after this deadline will not be entered.
