We’ve spoken a lot about EIS investing, but how should an investor choose which VCT or EIS fund to give their money to? Ewoud Karelse is one of the long-standing analysts in the tax-advantaged market and has immense experience of looking at these products. In this episode, he discusses what to look at and gives a wealth of tips. Essential listening for investors, IFAs and even providers who want to know how to improve their products.
We start off with Ewoud emphasising the primacy of client needs, especially where they have specific requirements. This leads on to discussing VCTs. We dig into the different dividend policies and how to look at their sustainability. We also talk about discount policies and how relevant they are.
We follow this up by looking at factors that VCTs and EIS have in common. We talk about teams, their experience and how big they need to be. We discuss expenses, some of the different ways that they are charged and the debates around them. We also look at diversification and more.
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Malazan Book of the Fallen (10 books) by Steven Erikson
First one – Gardens of the Moon
Ewoud Karelse, Product Specialist at Evelyn Partners, started his career in financial services with Allenbridge in 2000 and joined Towry Law in 2008 before joining Tilney in 2016, and Evelyn Partners in 2022. Ewoud is responsible for the research and selection of Venture Capital Trusts; (Seed) Enterprise Investment Schemes; Business Relief for Inheritance Tax Planning (AIM and non-AIM), and Social Investment Tax Relief products. He is also well versed in the use of Business Investment Relief for International clients.
Disclaimer
Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.
