Specialist Investments
As your wealth grows, specialist investment products such as Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) or Business Property Relief (BPR) may be suitable to help with mitigating or reducing tax burdens such as Income Tax, Capital Gains Tax (CGT), and/or Inheritance Tax (IHT).
These investments are often complex in nature, and sometimes misunderstood or overlooked by individual investors. It is vital to receive expertise and guidance in this area.
We have specialist Advisers available to clients with decades of experience working with EIS, VCT and BPR schemes.
Enterprise Investment Schemes (EIS)
Enterprise Investment Schemes (EIS)
Enterprise Investment Schemes (EIS)
Through the Enterprise Investment Scheme (EIS), eligible investors can claim up to 30% income tax relief on investments up to £1 million per tax year. This extends to by a further £1 million for investment in knowledge-intensive companies.
Venture Capital Trust (VCT)
Enterprise Investment Schemes (EIS)
Enterprise Investment Schemes (EIS)
The UK has a rich ecosystem of early-stage businesses with growth potential. But without funding and specialist support, many might never get off the ground.
A Venture Capital Trust (VCT) is a company that buys small stakes in a large number of early-stage companies. The VCT can hold these companies for many years and support their growth, adding new investments over time
Business Property Relief (BPR)
Enterprise Investment Schemes (EIS)
Business Property Relief (BPR)
Business property relief (BPR) is a way to reduce the amount of inheritance tax (IHT) payable on certain business assets. It was first introduced as part of the 1976 Finance Act and aimed to help family-owned businesses carry on trading after a death, without the need for shares or the whole business to be sold to pay inheritance tax.