Questions

Applications should not exceed 1,000 words overall and information should only relate to the past 12 months

This award is for the best use of EIS/SEIS in a financial planning context. We are looking for case studies that highlight innovative and practical use of EIS/SEIS within wider financial planning solutions that deliver clear and demonstrable client outcomes both from an investment and tax viewpoint. The entry should include: • A clear outline of the problem that the client is facing • The financial solution recommended • The outcome for the client

Recommendations