Enterprise Investment Schemes
Invest in early-stage UK tech 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
Tax-efficient investing
Invest in a range of innovative UK companies in return for access to generous tax reliefs.
Your capital is at risk and returns are not guaranteed.
Venture Capital Trusts (VCTs)
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
Inheritance tax services
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