Tax Advantaged Investments
Key considerations
Tax Advantaged Investments
What should I do?
Consider investing in smaller, high-growth (and high-risk) companies. This can be done via an Enterprise Investment Scheme (EIS) or Venture Capital Trust (VCT).
These are only suitable for high net worth, experienced investors who are prepared to invest for the long term. You should only proceed after seeking advice.
How will it benefit me?
Investing in this type of asset could reduce your income tax bill by up to 30% of the investment amount, or 50% if the investment is made in a particularly high risk version of the EIS.
An EIS investment offers the added advantage of being able to carry back relief to the previous tax year.
EIS investments are also considered to be business assets, and are subject to 100% Inheritance Tax relief if held for at least 2 years.
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