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96 How EIS and VCTs fit in a financial plan and how to pick the right products for your clients with Rob Bell of Finova Money

The EIS Navigator

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Navigating EIS and VCT Investments for Financial Planning

The chapter explores the intricacies of utilizing EIS and VCT products in financial planning, focusing on the importance of aligning investments with individual client circumstances and long-term goals. It discusses the benefits of EIS in deferring capital gains tax, the challenges of loss relief, and the significance of diversification in both EIS and VCT investments. Recommendations for selecting products, assessing track records, and understanding investment timeframes are highlighted, emphasizing the need for comprehensive market research and aligning investment objectives with potential growth and tax benefits.

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