Cancelled - Diversification and Risk Mitigation Advising on EIS/BR/VCT

Tax enhanced investments have a lot of advantages for investors and the nature of the tax reliefs mean that appropriately diversified advice can give suitable clients a portfolio with downside protection and very high potential tax free returns. To mitigate risk using diversification across both the product providers and underlying investments is essential, also, an ability to undertake robust due diligence and to provide meaningful reporting is an important part of the ongoing management of an EIS/SEIS portfolio.

Historically though advisers have had to incur significant time and money costs to maintain properly diversified advice in this space; which no longer has to be the case with the availability of these investments through platforms and with specialist support.

We will cover how investment via the Kuber platform can provide advisers with the full investment package; diversification across a range of product providers, an industry leading Investment Committee conducting initial and ongoing due diligence, and, quarterly reporting which provides transactional data and specialist commentary to advisers to give them everything they need for client reviews and offering a market leading ongoing service to their clients.

Bio for James Ramsay (Managing Director):

“Having worked at Coutts, Strabens Hall the IFA firm, Ingenious and Puma, then setting up his own company, Tax Efficient Procurement Services, James is all too familiar with the complexities and issues often involved with promoting, recommending, administering and reporting on tax efficient investments. James joined Kuber in December 2019 with a focus on further enhancing the Kuber proposition in order to better develop Kuber’s existing strategic Adviser and Manager partnerships/relationships and add to them.”

Learning Objectives:

• The value of diversifying across multiple product providers in the VCT/EIS/SEIS/BR space to better manage risk (for advisers’ clients and their own firms).
• How a range of product providers, additional unquoted investment specific due diligence and robust monitoring/reporting achieve can deliver “best advice” on a tax enhanced investment portfolio.
• The additional downside protection offered by the tax reliefs associated with EIS and SEIS investments which are particularly valuable in the current environment.

This webinar will be held via Microsoft Teams. Please make sure you have access to this before joining the meeting.