Investments  

Strategic options to aid tax planning

This article is part of
Investing in EIS - October 2014

AJ Somal, Aurora Financial Planning

I would only consider EIS investments for the sophisticated high net worth investor who has used up all available pension and ISA allowances for the tax year.

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An EIS could be used as part of a wider, diversified portfolio for the sophisticated investor with a suitable capacity for loss, but it would only represent a small proportion of a suitable client’s portfolio.