Tax-efficient investing

Invest in small-medium sized or early-stage UK companies to help them grow:

• Receive income via tax-free dividends
• Access 30% income tax relief and pay no capital gains tax
• High risk and long term compared to more conventional investments

Invest in early-stage UK venture companies and receive attractive tax benefits:

• 30% income tax relief 
• No capital gains tax if shares are held for three years 
• Up to 45% loss relief 

Reduce inheritance tax (IHT) on your estate while keeping full ownership of your investment:

• IHT exempt investments after just two years
• Choice of asset-backed investments or funds invested on the AIM market
• Downside protection cover