The Adviser Centre is our resource hub for UK financial advisers. Product education, live matrix tools, comparison data, downloadable materials and CPD-qualifying content — everything organised by product category, everything free to access.
Each product category explained from the ground up — what it is, how the tax reliefs work, who it suits, and the risks to consider. Written for professional clients, refreshed for the 2026/27 tax year.
Listed vehicles investing in small, growing UK companies. The longest-established tax-efficient category — 20% income tax relief, tax-free dividends, five-year holding period.
Read the guide →Direct investment into early-stage UK companies. The most generous reliefs in the UK tax system — 30%/50% income tax relief, CGT deferral, IHT relief and loss relief working together.
Read the guide →IHT-mitigation through qualifying trading businesses. The two-year rule, retained access, and the planning framework after the April 2026 £1m cap.
Read the guide →Private equity, private debt and real assets — historically the preserve of institutional allocators, increasingly available to professional investors and eligible counterparties.
Read the guide →Side-by-side comparison across current fund offerings — minimum investment, target return, availability status, closing dates. Filterable by any criteria; downloadable as PDF or Excel.
Side-by-side comparison of every current VCT offering — fees, dividend history, discount policies, closing dates.
Open matrix →Side-by-side comparison of every current EIS and SEIS offering — sector focus, deployment timelines, portfolio construction.
Open matrix →Side-by-side comparison of every current Business Relief offering — qualifying investments, minimum subscription, deployment speed for the two-year clock.
Open matrix →Single-company deals, private equity, private debt and real assets — structure, deal type, target returns.
Open matrix →Our team can help with any product question, matrix access, or bespoke adviser materials. Same-day response for open enquiries.
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