Why use the Enterprise Investment Scheme (EIS) ?
" EIS investments allow investors to defer capital gains tax on other investments or reduce the value of a person's estate for inheritance tax purposes. ”
Enterprise Investment Scheme (EIS) is an investment program in the United Kingdom that makes it easier for smaller companies to raise capital.
The EIS helps riskier companies by giving their investors federal tax relief, which makes purchasing those companies’ shares more appealing.
The EIS grants 30 percent of what the investor pays for shares as a credit that then reduces the investor’s individual income tax owed for the year.
"EIS investments allow investors to defer capital gains tax on other investments or reduce the value of a person's estate for inheritance tax purposes.” EIS investment provides 100 per cent exemption from inheritance tax (IHT) because of business property relief (BPR)
Certified Sophisticated Investor
You are able to receive promotions which are exempt from the restrictions on financial promotion in the Financial Services and Markets Act 2000. You hold a certificate by an FCA authorised person to this effect which qualifies you as a certified sophisticated investor in relation to investments of the following kind: SHARES and DEBENTURES (e.g. debt securities such as bonds in unlisted companies and units in a collective investment scheme being a scheme which invests wholly or predominantly in such investments.
Self-Certified Sophisticated Investor
A self-certified sophisticated investor is a member of a network or syndicate of business angels and have been so for at least the last six months prior; has made more than one investment in an unlisted company, in the last two years prior; is working, or have worked in the two years prior, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises; is currently, or have been in the two years prior, a director of a company with an an
High Net Worth Investor
You earn £100,000 or more per year or hold net assets of at least £250,000 (excluding main residence, life insurance and pensions).
All financial information contained within this website is provided as a guideline only, is subject to change and does not constitute a contract. As with any investment, please be aware that your capital may go up or down. The interior images shown are for illustration purposes only and may not be an exact representation of the development.