Can you de-risk S/EIS? The data and strategies to consider

"I'd love to offer the tax reliefs, but how do I account for the S/EIS risks?"

Advisers ask us this question so often that we're hosting a breakfast session to answer it.

As a local adviser, we are delighted to invite you to join us for coffee, pastries, and valuable CPD that will equip you with the knowledge to confidently integrate Venture Capital assets into your client portfolios.

What You Will Learn

This session is designed to provide practical, data-driven insights that you can immediately apply to your clients Venture Capital portfolio construction.

You will learn:

• The Latest Startup Market (S/EIS) Trends: Cutting-edge data and insights into the current Venture Capital landscape.
• How to Balance the Risk of VC Assets: Proven strategies for diversification and understanding correlation to existing portfolio holdings.
• VC Portfolio Construction Strategies: Why the Power law must be adhered to when structuring VC allocations to maximise potential returns while managing risk.

In addition to the above, we'll keep things interesting with short presentations from two of our tax-efficient funds, the Carbon13 climate tech SEIS fund and the Access EIS fund.