Powerful tax reliefs, direct investment access
The Enterprise Investment Scheme (EIS) offers tax incentives for clients willing to invest in early-stage companies. It can be used to reduce income tax, defer Capital Gains Tax (CGT) and support longer-term estate planning goals.
At Rathbones, our Specialist Tax Portfolio Service (STPS) can provide clients with a discretionary EIS portfolio service that provides direct access to individual qualifying EIS investments – not a pooled fund. Each client’s portfolio is tailored to their objectives and typically includes a minimum of 12 AIM-listed companies.
Key features of our enterprise investment scheme offering
Our enterprise investment scheme can offer:
- Up to 30% income tax relief on qualifying investments
- CGT deferral and loss relief options
- Tax-free Capital Gains after three years
- Potential Business Relief qualification for inheritance tax (IHT) planning
- Portfolios constructed and managed on an individual basis
- Regular reporting and clear tax documentation
We carry out detailed due diligence on all holdings and provide clients with the transparency and control they need to invest confidently in this higher-risk area.
Investing in the Enterprise Investment Scheme carries significant risk including the potential loss of your client's entire capital due to the high-risk nature of early-stage companies. Also, tax relief is subject to legislative changes and personal circumstances.
Our discretionary fund management services
Specialist Tax Portfolio Service
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