Reviews and insight into tax enhanced products that enable advisers to advise their clients with confidence. This embraces SEIS, EIS, BR and VCT products.
Tax enhanced products are an increasingly important part of providing a diversified investment portfolio and for financial planning. There is growing demand from clients, and the government is clearly supportive of them.
Under MiFID II legislation introduced in early 2018, advisers are responsible for understanding the nature of the products they are offering. Our reviews are designed to help advisers recommend these products with confidence.
We work with providers of SEIS, EIS, VCT and BR products to produce independent reviews.
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Our research is designed for three different audiences:
We have an extensive team of investment professionals and market analysts that can offer unrivalled insight and expertise into all tax enhanced products.
Our focus is to assess each product for its investment merits, not only the associated tax reliefs.
We use our wide experience across all market sectors to give insight and context to the investments that we review. Our insight and perspective enables advisers to speak with their clients on tax enhanced products with confidence.
We welcome questions from advisers and offer training workshops for teams of advisers and paraplanners.Find out how we can help
Panels of tax-enhanced products offer several benefits to a firm of advisers.
Talk to us about which service is right for your business.Get in touch
Our service is designed to enable advisers to offer a superior outcome to their clients, whilst saving themselves both time and money.
The planning market is growing fast, and advisers need to keep abreast of changing products, to understand the levels of risk behind the underlying products, and the benefits of diversification in this market. It is also true that most advisers do not have the resources to monitor the market developments on a full-time basis.
This service from Hardman & Co provides real insight into specific cases, drawing on our expertise in assessing investment risk in this market. It adds a whole new layer of compliance reassurance.
It is a service that can be applied to both new cases, or to existing cases to review that they are still delivering what your clients need.
Here is an example of how our Bespoke Consultancy Service works for Business Relief.Download our brochure
There is no doubt that the Covid-19 lockdown has dislocated the EIS and wider Venture Capital funding world. Anticipated inflows of investment fell sharply in March. The dynamics of the marketplace were sufficiently disrupted to cause investors to pause for breath.
It is now essential that both advisers and investors can feel confident again about investing in EIS, but this will only happen if they feel that they are investing at ‘Fair Value’.
What this means is that there is an urgent need for valuations of private companies to be reconsidered. This is required to provide a realistic guide for transactions, to support portfolio reviews, and to restore investor confidence.
Hardman & Co has built up years of experience in undertaking private company valuations.
We are now using this experience to offer three different services to the EIS industry:
Our fortnightly podcast following the UK venture capital industry. Dr Brian Moretta explores small growth companies, as well as the funds and people who invest in them.Listen now
Platforms are part of the essential plumbing for advisers and investors in most investment areas, but the tax-advantaged space has lagged mainstream markets. Dan Rodwell discusses how GrowthInvest is looking to change it.