An Unbeatable Edge for High Net Worth Advisors
Working with high net worth clients is exciting, but it also brings pressure. You need tailored solutions that go beyond stock picks or mutual funds. That’s where SEIS (Seed Enterprise Investment Scheme) and EIS (Enterprise Investment Scheme) come in. These schemes unlock significant tax incentives and access to early-stage startups. You can deliver something special for your most demanding clients.
In this guide, I’ll walk you through building bespoke SEIS/EIS portfolios, leveraging educational tools, and using a commission-free marketplace that keeps costs down. You’ll see how we compare to big players like Edward Jones, and why our UK-focused approach gives you agility and focus. Ready to transform how you advise high net worth individuals? Revolutionising Investment Opportunities for high net worth
Understanding SEIS and EIS Schemes
What Sets SEIS and EIS Apart
SEIS and EIS are UK government schemes designed to encourage investment into early-stage companies. Here’s why advisers love them:
- Generous tax relief: Income tax relief up to 50% (SEIS) and 30% (EIS).
- Capital gains benefits: No CGT on gains for qualifying shares.
- Loss relief: Offset losses against income tax.
- Portfolio diversification: Exposure to innovative startups.
These benefits matter more to high net worth clients who already face hefty tax bills. By directing a slice of their portfolio into SEIS/EIS, you can balance capital at risk with tax efficiency. To get started, Learn about SEIS startup investment
How to Match Clients with the Right Scheme
High net worth clients often juggle multiple assets. So how do you decide between SEIS and EIS? Think in layers:
- Core portfolio: Equities, bonds, real estate.
- Opportunistic layer: SEIS for early risk, EIS for slightly mature startups.
- Impact layer: Companies tackling climate, healthcare, AI.
A quick framework:
- Assess risk appetite: More risk? Lean into SEIS.
- Check eligibility: Company age, trading activities.
- Align with goals: Income tax relief now, CGT shelter later.
By mapping client goals to scheme features, you deliver precision advice.
Building Bespoke Portfolios
Curated, Commission-Free Marketplace
Traditional platforms charge hefty commissions that eat into returns. Our commission-free model means startups pay a subscription, not a cut of your client’s capital. You get:
- A handpicked selection of SEIS/EIS opportunities.
- Vetted deals that meet strict eligibility checks.
- Transparent fees and no hidden charges.
This is a huge win when you’re presenting options to someone with a seven-figure portfolio. They see value and you build trust. Discover startup opportunities
Streamlined Workflow for Advisers
Time is precious. You don’t need another clunky portal. Our system offers:
- Quick due diligence packs.
- Automated documentation templates.
- Easy integration with your CRM.
It’s like having an extra analyst on your team. Less paperwork, more client time.
Edward Jones Generations™ vs Oriel IPO
Edward Jones has rolled out Edward Jones Generations™, targeting clients with over $10 million. They bring in teams from EY and Husch Blackwell to deliver private banking, tax strategies, estate planning, and alternative investments. Impressive. But there are some limitations:
- US-centric focus: Their offerings cater to American tax codes.
- Commission structure: Fees often tied to assets under management.
- Complexity: Multiple third-party referrals can slow things down.
By contrast, Oriel IPO shines in these areas:
- UK-tailored SEIS/EIS expertise.
- Commission-free subscription model.
- Single platform for deal sourcing, compliance, and execution.
You get a streamlined toolkit built for UK advisers serving high net worth clients. Elevate high net worth investment strategies
Educational Resources to Enhance Your Practice
Guides, Webinars and Insights
Navigating SEIS/EIS involves more than ticking boxes. Our educational hub offers:
- Detailed guides on scheme rules.
- Live webinars with tax experts.
- Case studies of successful investments.
Whether you’re new to SEIS or a seasoned adviser, these resources speed up your learning curve. And your clients will appreciate the depth.
Hands-On Support and Community
Our client support team is UK-based and specialises in SEIS/EIS queries. Plus, you can:
- Join peer forums to share best practices.
- Access regular market updates.
- Participate in roundtables with angel investors.
No more piecing together advice from varied sources. You get focused, actionable insights in one place. Access the Oriel IPO Hub
Partnership Benefits for Accountants and Advisers
Strengthen Your Advisory Offering
Accountants often guide clients on tax-efficient investing. By partnering with us, you can:
- Extend SEIS/EIS support with dedicated materials.
- Offer curated deal flow alongside compliance checks.
- Provide a full-service solution without extra headcount.
Your clients gain confidence, and you grow your service lines. Support your investor clients
Grow Your Network
We value collaboration. As a partner, you’ll:
- Connect with startup founders.
- Attend exclusive investor events.
- Promote your brand to a community of high net worth individuals.
It’s a win–win. Your practice gains visibility. Founders find experienced advisers.
Tax-Incentive Strategies That Impress
Proactive Tax Planning
SEIS/EIS isn’t just about initial relief. You can layer strategies:
- Carry back relief to prior tax years.
- Combine SEIS gains with Business Asset Disposal Relief.
- Use charitable giving alongside SEIS investments for extra deductions.
These tactics turn a single SEIS commitment into a multi-faceted tax plan. Clients love the sophistication.
Estate and Succession Planning
High net worth individuals often worry about legacies. SEIS/EIS can help:
- Shares held for two years may qualify for Business Property Relief.
- Trust structures can shelter shares from Inheritance Tax.
- Philanthropic shares allow giving back while managing tax.
By weaving SEIS/EIS into estate plans, you create tangible benefits for future generations.
Conclusion: Drive Growth for High Net Worth Clients
Delivering tailored SEIS and EIS solutions transforms how you serve high net worth clients. You get tax incentives, curated opportunities, educational tools, and a commission-free marketplace all in one place. This combination beats broad-brush private banking offers and keeps clients delighted.
Ready to see how bespoke SEIS/EIS solutions can power your advisory practice? Tailored solutions for high net worth investors
