Adviser Toolkit
Welcome to the Adviser Toolkit — your central hub for expert insights, educational content, and practical resources designed to help you confidently explain and position our investment products with your clients. Use it to enhance your knowledge, strengthen your advice process, and deliver more meaningful planning conversations with your clients.
Access our full collection of on‑demand webinar sessions, each created to give advisers a deeper understanding of the key planning opportunities, product features, and client scenarios we support. Our webinars cover topics such as:
- Tax‑efficient investing strategies
- Business Relief and succession planning
- EIS/SEIS product structures
- Corporate investment solutions
- Practical guidance on implementing planning strategies with clients
Each session is delivered by our product specialists and business development team, offering clear explanations and real‑world examples you can apply immediately.
Utilising Carry-back through EIS investing
A practical overview of carry‑back through EIS investing, explaining how the relief works, key planning considerations, and how it can be applied to manage income tax liabilities. Illustrative examples are included alongside a webinar recording, offering further insight into how carry‑back can be used in practice.
Warning: EIS investments are high-risk and not suitable for all investors. Tax reliefs depend on individual circumstances and may change. Capital is at risk.
