Avoiding the Q1 Rush

Following our post in July on the benefits of a portfolio approach when applied to SEIS qualifying investments (see An Interesting Paradox), this month we examine the demand/supply imbalances of tax-efficient portfolios. Traditionally EIS/SEIS fund marketing has concentrated its focus on the first calendar quarter in the UK, ahead of the end of the tax year. This largely reflects industry norms and the fact that many large operators have well-honed marketing teams for which this timing is optimal. However, it also reflects the historical development of the EIS market, which was neither nearly as popular and developed nor as diversified as it is today. Yet this marketing paradigm seems ripe f

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