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Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS)

VENTURE CAPITAL TRUSTS (VCTs) AND ENTERPRISE INVESTMENT SCHEMES (EIS)

General Investment Accounts Newbury

These are investments that can generate income tax relief at 30%

 

This can be very useful if you want to save tax or get back tax you have already paid

 

Here are some reasons for using these investments:-

 

  • If you can’t make pension contributions anymore, but still pay a lot of tax
  • If you are retired and still pay a lot of tax
  • If you are a business owner about to pay more tax on your dividends
  • You have a capital gains tax bill that you would rather not pay
  • If you would like to save inheritance tax without giving away assets

 

As with all investments, there are advantages and disadvantages, but with our expert help and guidance, these investments could be a very good addition to your portfolio.

 

Whilst tax efficient, these types of investments are higher risk and therefore may not be suitable for you as you could lose all of your money. Part of our service would include assessing whether these types of investment were truly suitable for you

 

So if you are looking for a team that are friendly and professional get in touch today on 01635 551926 to find out more or to book your free consultation.

  • We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.

    - Mrs R

  • Mrs A

    Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.

    - Mrs A

  • Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.

    - Mrs R.