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30% Income Tax Relief

Enterprise Investment Schemes (EIS) offer direct investment in an unquoted company which satisfies conditions regarding size and type of trade. In return for holding shares for the minimum period, investors receive tax benefits.

  • 30% income tax relief
  • Capital Gains Tax (CGT) deferral or Refund of CGT if recently paid
  • Ability to set against tax in previous year
  • Free from Inheritance Tax (IHT) after 2 years
  • Opportunity for capital growth
  • Wide range of investment options
  • Ability to invest in new energy technologies such as Solar
  • Must be held for minimum of 3 years
  • Capital at risk, no guarantee

We offer unbiased advice on products from the whole of the market.

Contact us now to see how you could benefit.

 

EIS companies are unquoted, the value of EIS shares can fall as well as rise in value and investors may not get back their original investment. Any dividends are not tax free. There is no guarantee that the EIS company will qualify and maintain it's EIS status and failure to meet the requirements will result in the company losing tax reliefs and will result in adverse consequences for investors. Tax treatment and rates of taxation are subject to change. EIS's are not covered by the Financiall Services Compensation Scheme (FSCS) in the event of their failure.

 

30% Income Tax Relief

Venture Capital Trusts (VCT) are quoted collective investment vehicles similar to investment trusts. They were designed to encourage investment in smaller companies while offering investors significant tax advantages.

  • 30% income tax relief
  • No tax on capital gains
  • No tax on dividends
  • Wide range of investment options
  • Ability to invest in new energy technologies such as Solar
  • Must be held for minimum of 5 years
  • Capital at risk, no guarantee

We offer unbiased advice on products from the whole of the market.

Contact us now to see how you could benefit.

 

The value of VCT shares can fall as well as rise in value and investors may not get back their original investment. There is no guarantee that the VCT will qualify and maintain it's status as a VCT and failure to meet the requirements will result in the company losing tax reliefs and will result in adverse consequences for investors. Tax treatment and rates of taxation are subject to change. VCT's are not covered by the Financial Services Compensation Scheme (FSCS) in the event of their failure.

 

Up to 45% Income Tax Relief

Whilst not the only option, pension contributions attract tax relief at the investor's highest marginal rate and offer a wide degree of investment choice. In exchange for the generous tax benefits however, investors cannot access their funds until they are at least 55 and rules regarding contribution levels can be complex.

  • Up to 45% income tax relief
  • No higher rate tax on dividends with fund
  • No capital gains tax on growth in fund
  • Up to 25% tax free cash on drawing benefits
  • Very wide range of investment options
  • Must be held until at least age 55

Contact us now for professional, unbiased advice on your pension options.

 

The value of pension investments may fall as well as rise in value and are not guaranteed. The level of tax relief will depend on the investor's personal circumstances and both the tax treatment and rates of tax may be subject to change.

 

 

 

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