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The EIS Navigator - Brian Moretta, Hardman & Co BONUS EPISODE, 20th July 2021
Bonus - An advisor's perspective on EIS and VCT product selection with Stephen Jones
00:00:00 00:39:29

Bonus - An advisor's perspective on EIS and VCT product selection with Stephen Jones

EIS & VCTs have been described by several guests as one of finances best kept secrets, which makes the job of advisers challenging when they recommend them. Stephen Jones has a lot of experience dealing with these, and has won several awards for the quality of his services in the tax-advantaged area.

This is the second part of a really good discussion which is split over two episodes (see episode 29 for the first part). In this one, Stephen goes into more details about some aspects of EIS and VCT product selection. We talk about how he looks at fees and what fee structures he likes, past performance and the challenges of getting good reporting systems.

Website - https://www.clearsolutionsifa.co.uk/

Phone - 01283 730080

Suggested books:

Family Inc by Douglas McCormick