35 New Broad Street
London EC2M 1NH

Telephone +44 (0)20 7194 7622

Disclaimer | Research Disclosures
Legal Notice | Terms & Conditions

Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd which is authorised and regulated by the Financial Conduct Authority.

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© 2016-17 Hardman & Co.

TAX ENHANCED MARKET

Overview

With the ongoing curtailment of tax benefits on pension plans, VCTs, EIS and IHT/BPR products have become increasingly popular with both investors and advisors. However, these products are more complicated than many other financial products, with disclosure often poor and the risks unclear. Using its extensive knowledge and experience of the equity markets and funds, Hardman & Co is now providing investors and advisors with comprehensive reports covering the areas of risk that need to be considered before investing in one of these products. Every scheme is different, but a typical report will cover such areas as:

  • Investment Process
  • Ongoing monitoring
  • Track record (if available)
  • Fees and their effect on returns
  • Summary scheme information in an easily comparable format
  • Manager information

For advisers the aim is to help them decide whether the scheme is appropriate for any given client, as well as providing confirmation that the manager does what they say they do.

For providers we can provide a professional, timely service as well has some help with distribution.

As well as reports, we provide bespoke services for advisers and wealth managers, including training and panel construction. For example, we provide diligence and report services for the GrowthInvest and Kuber platforms.

Send us a message if you would like to know more about what we can do for you, or alternatively call us  +44 (0)20 7194 7622. If you’d simply like to be added to our mailing list for these products then please subscribe here.

Resources

Raise your game   Panel creation and management Training resources 

Tax enhanced Services download

 Panel creation and management download

Training resources download


Telephone : +44 (0)20 7194 7622

11/12 Tokenhouse Yard, London EC2R 7AS

Disclaimer | Research Disclosures | Legal Notice | Terms & Conditions

Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd which is authorised and regulated by the Financial Conduct Authority.

This website uses cookies. By continuing to browse the website you are agreeing to our use of cookies. Find out more

© 2016 Hardman & Co.