Enterprise Investment Schemes

An Enterprise Investment Scheme (EIS) is a government initiative designed to encourage individuals to invest in Britain's smaller private companies.  To achieve this the Government offers EIS investors a range of tax reliefs.  The tax advantages available from an EIS investment provide investors with a significant head start in comparison to mare traditional investment products.

Providing the underlying investments held by the EIS are held for at least 3 years, there are five separate tax advantages:

  • 30% upfront income tax relief
  • 100% inheritance tax relief after two years (provided investments are held at the time of death)
  • 100% Capital Gains Tax Deferral for the life of the investment
  • Tax Free Growth
  • Loss Relief

To discuss how an EIS investment could help make your money work harder call us on 0845 371 0262 or 01732 617950

 

 

 

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