Artwork for podcast The EIS Navigator
Bonus - An advisor's perspective on EIS and VCT product selection with Stephen Jones
Bonus Episode20th July 2021 • The EIS Navigator • Brian Moretta, Hardman & Co
00:00:00 00:39:29

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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

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