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.