The portfolio mathematics of EIS investing: how tax reliefs shape risk and returns

The Enterprise Investment Scheme (EIS) offers a range of tax reliefs designed to encourage investment into early-stage businesses. While these reliefs are well known individually, their combined effect can make a very significant beneficial impact on a portfolio’s overall risk-return profile. In this webinar, our Chief Investment Officer, Antoine Pradayrol, will walk through a series of illustrative portfolio scenarios to demonstrate the impact these reliefs can have on the downside and upside of an investment. The session will also touch on the role EIS can play in providing access to long-term growth opportunities available in private markets. This event is for Independent Financial Advisers and high-net-worth individuals only.