With the 31 December deadline approaching, many clients are asking their advisors about tax-efficient investment before year end. The briefing is designed to give brokers a clear, practical understanding of how the Employment and Investment Incentive Scheme works and what to consider before recommending it.
What the session covers
- How EII relief works in practice: the 50%, 35% and 20% relief rates, the four-year holding period, and claiming through ROS or myAccount
- Client suitability, key risks and the questions to ask before recommending EIIS
- The BVP 2026 EII Fund, our 20th EIIS fund: structure, fees and how the blended relief works
- BVP’s track record across 19 BES and EII funds since 2007
- Onboarding, client paperwork and commission, followed by live Q&A
The webinar will be presented by Stephen Tully, CFO of BVP Investments. CPD certificates will be issued to brokers who attend the full session.
About the BVP 2026 EII Fund
The BVP 2026 EII Fund will invest in a portfolio of six to nine Irish companies across renewable energy, technology, healthcare and services. Relief is up to 50%, minimum 35% based on the blended relief across the portfolio, with individual company reliefs from 20% to 50%. The Fund closes on 31 December 2026.
How to register
Places are open to authorised brokers and financial advisors. Register for the 17 November CPD webinar.
The approved Fund documents, including the Information Memorandum, Fund Brochure, Fund Target List and Fund Performance, are available on our EIIS Partner Programme page for financial advisors.
This session is for authorised brokers and financial advisors only. Capital at risk. Investors may lose some or all of their investment and will not have access to their money for at least four years. Tax relief depends on individual circumstances and Revenue rules. Past performance is not a reliable guide to future performance. Any investment must be made solely on the basis of the Information Memorandum.