Financial planning is anything but seasonal!

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Date26 Apr 2017
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Following the traditional tax year end stampede, you’d be forgiven for thinking that was that…wrong!

For successful EIS/SEIS investing, good planning and timing are all – and now continues to be a time to consider EIS/SEIS.

Clients’ needs

No doubt you will have clients who:
> have the opportunity to carry back to 2016/17, to mop up tax reliefs
> are approaching/exceeded their lifetime allowance
> have used up all their carry forward pension allowances
> are caught by the pensions ‘CAP’
> have maximised their ISA limits
> have IHT planning considerations

Financial planning

EIS/SEIS are becoming increasingly more important as financial planning tools within an Adviser’s offering. Investing early affords a client the opportunity for more, possibly stronger investment opportunities.

The Kuber approach

Kuber is the natural one stop shop for EIS/SEIS & BPR investing as it offers an extensive range of funds from different providers across a wide range of sectors, giving Advisers the ability to construct a portfolio of EIS/SEIS & BPR investments in any one year using one application form. Recent data shows that, on average, a client invested via Kuber holds 4 EIS and 14 underlying Investee Companies for each individual investment made.
The funds are available as:

> a self-select fund(s)
> an investment through a Kuber Strategy*
> a combination of the above

Simplicity

At Kuber we believe in making life as simple as possible and believe that there are strong and compelling reasons why advisers should use platforms when advising clients on certain investments including EIS, SEIS and BPR investments.

These reasons include:

> Managing investment risk
> Managing administration
> Building a diversified portfolio

However, you needn’t take our word for it you can see for yourselves….