Support For Advisers

PLEASE CONTACT JAMES D’MELLO WITH ANY QUESTIONS YOU MAY HAVE

WHAT WE OFFER ADVISERS

  • Quarterly performance and management reports on the Fund’s underlying portfolio companies.
  • Frequent ‘meet the company’ events where clients can meet the entrepreneurs of the underlying portfolio companies.
  • Case study and application help, we are available anytime to help with questions on EIS, a client’s suitability or specific tax scenarios. Give us a call to find out more.

TRY OUR CALCULATOR TO SEE IF EIS COULD BE RIGHT FOR YOUR CLIENT


HOW TAX RELIEFS COULD
IMPACT YOUR CLIENT’S
INVESTMENT

EIS Tax Reliefs help to cushion the blow if an investment does not perform well and enhance the return when a company is successful. This is illustrated by the simple example below, which shows an investment into a single company.

In Scenario 1, the company does not perform well, and the shares are eventually sold at 50% loss on their acquisition price. In Scenario 2, the value of the share’s doubles over the holding period.

 
Scenario 1
Scenario 2
INITIAL INVESTMENT
£100,000
£100,000
SALE PROCEEDS ON EXIT
£50,000
£200,000
TAX-FREE GAIN/(LOSS), IF IGNORING THE IMPACT OF EIS RELIEFS
(£50,000)
£100,000
INCOME TAX RELIEF ON ORIGINAL INVESTMENT
£30,000
£30,000
EIS LOSS RELIEF
£9,000
LOSS AFTER BENEFICIAL IMPACT OF EIS RELIEFS
£11,000
TOTAL RETURNS (INCLUDING EIS INCOME TAX RELIEF)
£89,000
£230,000

Scenario 1 example assumes the investor is able to set off their loss (which, net of Income Tax relief, is £20,000) against income tax at the highest rate (45%). The example does not show the further potential beneficial impact of Capital Gains Tax reliefs or Inheritance Tax Relief.