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Bonus episode: Introducing EIS for investors and advisors | Mark Brownridge

07 Jul 2020 / Podcast Tax Advantaged

By Dr Brian Moretta

For this bonus episode of The EIS Navigator, Brian interviews Mark Brownridge, Director General of the EIS Association.

We had requests for episodes that were more introductory, for those new to investing in the Enterprise Investment Scheme, the Seed Enterprise Investment Scheme and Venture Capital Trusts. In the first of two bonus episodes, Mark Brownridge, Director General of the EIS Association, talks about the schemes from the perspective of investors and advisors. We outline why the schemes exist, what the advantages for investors are, the various routes to investing and some of the things investors should think about before committing money.

The second bonus episode will talk about the schemes from the perspective of companies looking to raise money.

https://eisa.org.uk/

Mark has over 20 years’ experience in financial services and prior to becoming Director General of the EIS Association, he was Head of Research and Development at Mazars, a leading UK financial planning firm. Mark is highly qualified, being a Certified Financial Planner, Chartered Financial Planner, Chartered Wealth Manager and Fellow of the Personal Finance Society and also sits on the Chartered Institute of Securities and Investments Accredited firms committee and TISA’s Distribution Policy Council. Mark’s involvement with EIS began eight years ago and he has since championed EIS investing within a financial planning context. He is extremely passionate about promoting the industry, increasing its effectiveness and ensuring the private sector continues to drive much needed funding to small companies.

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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.