Asset Focused EIS Portfolios
Enterprise Investment Schemes (EIS) recognise risk. So do we. That’s why we offer a discretionary managed portfolio service to deliver EIS tax benefits while providing further degrees of risk mitigation.
EIS enable investment in young, growing UK companies through offering tax benefits to reduce risk. We continue working that way, selecting investee companies on your behalf according to our mandate. We only invest into companies granted Advance Assurance from HMRC and only work with strong management and advisory teams demonstrating sector expertise.
Hold investments for three years and take advantage of a range of tax benefits:
INHERITANCE TAX RELIEF
IHT relief is available after two years (provided investments are held at time of death) or sooner if the EIS investment replaces an investment already qualifying for IHT relief through Business Relief (BR).
CAPITAL GAINS TAX DEFERRAL
CGT is available for gains realised three years prior to or one year after investing. Tax is deferred during the life of the investment and eliminated if held at death. Unlike Income Tax, there is no limit on the level of CGT that can be deferred.
OFFSET CAPITAL LOSSES
Investment in EIS brings the ability to claim up to 45% relief on any investments that are realised at a loss (net of any Income Tax relief on that investment).
TAX FREE GROWTH
No CGT is payable on disposal of the shares after three years provided the Income Tax relief has been given and not withdrawn.
INCOME TAX RELIEF
Relief is available on a maximum investment of up to £1 million for the current tax year, or an investment of up to £1 million backdated to the previous tax year.
How It Works
The Evolve Asset Focused EIS Portfolios allow you to access asset-backed trading activities that provide a degree of capital preservation and risk mitigation
For more information on the Evolve Asset-Focused EIS portfolios, you can select from the links below. You can also email firstname.lastname@example.org or call 01684 571 255 to make an appointment with one of our team.
We are very proud to announce that we have been included in the Alternative Investment Report from the Intelligent Partnership, helping financial advisers deliver diversified, value-for-money investment options for clients.
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