122 EIS & VC Basics: How to choose between EIS & VCT for investing | Francesca Rayneau of Calculus

In the latest episode in the EIS and VC Basics mini-series for The EIS Navigator, we discuss how investors should choose between EIS and VCTs. Calculus Capital manages products under both schemes, so its Head of Investor Relations, Francesca Rayneu, is ideally placed to discuss the arguments for both. Francesca covers lots of different areas that may need to be considered. These include how both EIS and VCTs have the same aim and company rules, why the different wrappers lead to different portfolios for investors and what affects different investor profiles, such as risk profile, tax and liquidity or income needs. She considers how each gives different portfolio visibility and investee company contact as well as the different stage of investment. We also chat through how CGT or IHT reliefs figure into factors and how to look at fees. Read more about the podcast: https://hardmanandco.com/122-eis-and-vc-basics-how-to-choose-between-eis-and-vcts-for-investing-francesca-rayneau-calculus-capital/ Find out more on our website: https://hardmanandco.com/eis-vc-basics/ Disclaimer Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein. For more information, please read our full disclaimers: www.hardmanandco.com/research-disclosures www.hardmanandco.com/disclaimer