We have a wide range of tax-efficient investments for the experienced investor and higher earners, keen to reduce their tax burden. Our highly regulated position as qualified financial advisors provides further protection to you as we can offer tailored guidance and advice on these types of investments.
Returns (normally paid as dividends in the case of VCTs) are tax free. Moreover, with EIS you benefit from potential inheritance tax relief and could defer capital gains from the sale of other assets.
Annual allowances are generous: £200,000 in VCTs and up to £2 million in EIS. These could be valuable to investors caught by the restrictions on pension contributions. Tax rules can change and tax benefits depend on circumstances.
Venture Capital Trusts
Investing in VCTs helps smaller new companies grow. The benefits to the investor are enticing tax breaks: up to 30% tax relief against income tax bills; tax-free dividends and tax-free growthMORE DETAILS AND PRODUCTS
Enterprise Investment Scheme
Receive an income tax rebate of up to 30% by giving a financial boost to small companies through an EIS. You can also defer capital gains from elsewhere and qualify for Inheritance Tax relief.MORE DETAILS AND PRODUCTS
This website is directed exclusively at, and intended to be used only by, persons in the UK who will be required to self-certify as Sophisticated Investors or High Net Worth Individuals before applying to invest in any of the products featured.
The investment products in this section of the website are not for everyone. They are generally higher risk and require a longer investment term. You may get back less than you invest. It is therefore important that you understand the risks and commitments of these products.
We’ve made every effort to ensure the accuracy of the material on this website, but cannot guarantee its accuracy or currency. It reflects our understanding of current product and tax rules, which may change in future. It is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell any securities, or as investment or tax advice.
If you are in any doubt as to the suitability of the products for your circumstances, please contact us directly for advice.
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