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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Sign up here to receive our free reviewsOur service is designed to enable advisers to offer a superior outcome to their clients, whilst saving themselves both time and money.
The Inheritance Tax 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 new service from Hardman & Co on non-AIM BR investments 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.
For more information, please watch the video interview with Richard Angus and Lawrence Gosling below. For more information on the bespoke BR consultancy service, please click here.
Click here to download our brochure
Download our brochureHaving reviewed the entire non-AIM Business Relief market, we are now creating panels of these products that are tailored to the needs of advisers’ business, and range of their client profiles. We also review and update panels on a regular basis, so that advisers are always up-to-date in their recommendations.
More than that, Hardman & Co can host educational workshops and roadshows across the UK, and carry out personalised seminars on specific requested topics.
If you would like to find out more about this service and how we can help your IHT business grow, please sign up here.
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:
We write research reviews on funds and companies. Our reviews are detailed and unbiased, supported by unrivalled market sector experience and expertise
We provide advisers with insight and support to advise their clients with confidence
We tailor panels of tax enhanced products to the nature of advisers’ business and client base
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.
Our reviews on SEIS, EIS and VCT products are freely available to advisers and investors.
View latest tax enhanced researchWe 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 helpPanels 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
Dr Brian Moretta on the Adviser Hour by GrowthInvest, panel discussion on estate planning and IHT, including current government led overview of the market.
Hardman & Co instinctively understood our business, and how we added value to the companies we invest in.
Paul Atkinson, Partner
Par Equity LLP
