A paraplanner’s guide to EIS and venture capital

Overview

Date Thursday, 8th February 2024, 11:00am Duration 1 hour

Register to attend

The world of venture capital is an exciting one, and perhaps not an area you research every day. But it’s an important asset class, offering diversification, high growth potential, and unique tax planning benefits.

Exclusively for paraplanners, this CPD-qualifying webinar will help you sharpen your understanding of all things venture capital and the Enterprise Investment Scheme (EIS).

In this webinar:

  • Why add exposure to venture capital investments?
  • How to add venture capital to portfolios while being mindful of risk.
  • The investment lifecycle of a company and where venture capital fits in.
  • How EIS works, including the structures available and the impact of tax reliefs.
  • Key client scenarios where an EIS investment could help.
  • How Consumer Duty fits in.
  • The Octopus Ventures Knowledge Intensive EIS Fund 23/24.

Key risks:

  • The value of an EIS investment can fall as well as rise. Investors may not get back the full amount they invest.
  • Tax treatment depends on individual circumstances and may change in the future.
  • Tax reliefs depend on portfolio companies maintaining their EIS-qualifying status.
  • EIS shares are high risk, their share price may be volatile, and they may be hard to sell.