May 2024

At Deepbridge, we recently conducted a survey of financial advisers, and whilst over 90% of responses confirmed that they had company directors and shareholders amongst their clients, over a third didn’t know the cash position of those clients’ companies.*

Given the potentially significant impact this cash position could have on their client’s estate and IHT liability, this could represent a potential future issue that is not receiving appropriate planning.

Checkboard, a leading onboarding and verification service within the Deepbridge Technology Growth EIS Fund, has announced a landmark partnership with conveyancing search provider, Progressive Legal Solutions (PLS). This collaboration aims to streamline compliance and verification processes in the legal sector by integrating Checkboard's suite of advanced compliance tools with PLS's conveyancing search platform.