Why EIS?

Six Reasons why you might invest in an Enterprise Investment Scheme (EIS).

Growth Potential

By owning shares in early-stage businesses, and receiving tax-free returns at the point of exit.

Income Tax Relief (30%)

30% Upfront Income Tax relief on the amount invested. This can be claimed in the current or the previous tax year. Tip: Watch out for entry fees and deployment timescales.

Capital Gains Deferral

Retrospectively claim back and defer a CGT bill (crystalised within the last 3 years or next 12 months).

Inheritance Tax Relief

The investment is potentially free from IHT, should it be held for at least two years and at the point of death, subject to a personal allowance of £2.5m.

Diversification

Venture capital reacts differently to listed businesses in times of market crisis. Read an independent report by Hardman & Co here for more information.

Loss Relief

To help mitigate risk, the Government offers loss relief on failed companies within a portfolio. Take a look at the EIS Tax Relief section for more information.

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