Gosling's Grouse: How to make yourself more valuable to clients

Backing interesting investments

We are at that point in the year when a lot of advisers are making sure their clients have used up the maximum (and diminishing) pension allowances and made full ISA contributions for themselves and their families.

All of this is textbook and sensible financial planning, but it is not that exciting. How many clients get excited by the prospect of saving or deferring tax? Not many, I would guess. So it surprises me that advisers are not using EIS and some of the other tax-efficient forms of investing at this time, some of which are arguably ahead of more traditional financial planning solutions. IW podcast: Why invest in VCT and EIS funds? I would also say you are more likely to have a conversation with a friend in the pub about investing in something exciting like a film, video scheme, roboti...