Tax-Efficient Guides
The schemes included in this section provide generous tax benefits to eligible individual investors when they invest in UK early stage companies and funds
These include Income Tax Relief, Capital Gains Tax exemption, Inheritance Tax exemption, Loss Relief and Capital Gains deferral.
The guides included are exclusively aimed at UK resident persons who are required to self-certify as either a Sophisticated Investor or a High Net Worth Individual.
EIS Tax Benefits Summary
Sponsored by Kemeny Capital
The scheme provides generous tax benefits to eligible individual investors when they invest in companies that qualify for EIS tax relief.
These include 30% Income Tax Relief and exemption from Capital Gains Tax, if shares are held for three years.
EIS Funds & VCT Comparison
Sponsored by Kemeny Capital
Venture Capital Trusts (VCTs) and EIS Funds provides investors with exposure to a selection of early-stage and startup companies.
This guide compares both and covers key considerations:
What are EIS Funds? |
What are VCTs? |
The main differences between the two |
Tax differences
Risk Warning & Disclaimer
These guides exclusively aimed at UK resident persons who are required to self-certify as either a Sophisticated Investor or High Net Worth Individual.
The value of investments may go up as well as down and there is no guarantee of any investment return. Investments in private companies carry significant risks including loss of capital, illiquidity, and no guarantee of regular income from the investment. You should understand the risks involved and be capable of making investment decisions based upon your personal circumstances. Past Performance is not an indicator of future performance.
Kemeny Capital Ltd is Authorised and Regulated by the Financial Conduct Authority, FCA Register Number 941978
Kemeny Capital, 71-75 Shelton Street, London, Registered in England, Company Number 12871856