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

Enterprise Investment Scheme

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 

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