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Oxford Capital work with EISA to release new risk guide for financial planners

Oxford Capital work with EISA to release new risk guide for financial planners

By Oxford Capital | Jun 7th 2018

Changes to EIS prompts trade body EISA to release new risk guide for financial planners.

Download the Guide here.

The Enterprise Investment Scheme has, since its inception, raised a total of £16.2bn for over 26,000 small and medium-sized enterprises. By allowing companies to raise up to £5m a year – capped at a total of £12m in a company’s lifetime – the EIS has emerged as a vital platform of growth-finance for the UK’s start-up and scale-up entities.

Following the 2017 Autumn Budget, and the 2018 Spring Statement, a number of changes were made to EIS including increasing the investment limits for knowledge intensive business and removing the option to invest in lower-risk, asset-backed EIS offerings. The Enterprise Investment Scheme Association – the industry’s most authoritative voice in the SME/EIS arena has released a new guide to aid the understanding of the risk that accompanies EIS investments. The free guide – “EIS: Managing the Risks” – explains the recent Treasury rule changes to EIS/SEIS investment structures and how these changes have affected the level of risk that financial planners and their clients face.

It also highlights how that risk can be managed. The Guide explores the importance of diversification, a clear, credible and coherent investment strategy and the other factors financial planners need to identify in order to choose the right fund manager for their clients. Sponsored by EIS fund managers Oxford Capital, Symvan Capital, and the Kuber Ventures platform, as well as prestigious law firm Mills & Reeve, the comprehensive guide brings together a wealth of investment and legal experience to aid financial planners and their clients in navigating the SME investment arena.

This is the latest in a series of educational guides from the EIS Association. It is a series that has received warm feedback from many advisers. IFA Stephen Jones said: ‘The EISA guides are an excellent education resource. I give them to my clients to help them understand EIS better.’

Mark Brownridge, the Director General of the EISA, which is the trade body for the industry, said, “A detailed survey we conducted with investors and consumers in the wake of the Spring Statement announcements showed that almost a third of British investors believe that knowledge-intensive companies, such as those in the energy-tech, med-tech and fin-tech arenas, are set to grow in the next year. These sectors are set to rely heavily on EIS and SEIS funding, so we felt it was important to produce a guide to help explain to investors and financial planners where EIS now stands.”


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