Our Director of Financial Planning Martin Crawley-Boevey expressed his views in a recent webinar exploring EIS costs and exit opportunities which may only be of interest to high net worth or sophisticated investors with a speculative attitude to risk. Please note that this is not our production, but information and opinions from a meeting chaired by the Enterprise Investment Scheme Association (EISA). Click here to explore the webinar.
What is an EIS and is it tax efficient?
The purpose of an Enterprise Investment Scheme (EIS) is to help certain types of small, higher-risk, unquoted trading companies to raise capital. It provides income tax relief on the investment and a capital gains tax (CGT) exemption on gains made when the shares are disposed of. EIS investments are usually only available to high net worth or sophisticated investors with a speculative attitude to risk.
PK Group uses sophisticated cash flow modelling and analysis as part of the financial planning process to help alleviate client concerns. This process helps to build a picture of your current and future requirements and is especially beneficial for long-term financial planning, such as setting retirement goals.
For more information, please don’t hesitate to contact us on firstname.lastname@example.org or via +44 (0)20 8334 9953