Clients who have realised a taxable gain – for example, by selling investments 
or a second home – can defer the Capital Gains Tax (CGT) due on the proceeds 
by investing the gain into an Enterprise Investment Scheme (EIS).

With careful planning, a CGT bill can be deferred until there is no CGT left to pay.

Moreover, investing into an EIS enables clients to:

  • Claim up to 30% income tax relief on the value of their investment.
  • Mitigate their investment from any Inheritance Tax (IHT).

To learn more, we've created a case study to show you a client scenario of selling a property with an without an EIS investment:

Free Download

Register for our upcoming webinars

Building on the momentum of our successful February webinars, we're excited to announce that we'll be hosting a further two more CPD-qualifying webinars this March and invite you to register.

As we head into tax year end, Dominique Butters will be helping you to uncover opportunities in your client book where a Venture Capital Trust (VCT) or an EIS may help them to achieve their investment objectives.

Examples will include:

  • Reducing pension problems once you reach the lifetime allowance
  • Deferring and mitigating Capital Gains Tax
  • Sale of a business

More details on the webinars and how to register below:

Register for Webinar

If you would like to speak to us regarding the case study or would like to get in touch, please feel free to contact the team.

Our highly qualified regional BDMs would be delighted to sit with you and work through different client scenarios or possible planning options to help your clients achieve their best outcomes.

Don't forget, Tax Year End is approaching

Now’s the time to be talking to your clients about investing tax-efficiently before the end of the tax year.

Investors can claim a 1.0% discount on Blackfinch Spring VCT applications received before 3pm on 3rd April 2023.

Our next EIS application date is 24th March, so funds received and cleared by then will be eligible for ‘carry back’ to claim income tax relief for tax year 2021/2022. 

Find out more, and apply online, for our Blackfinch Spring VCT and EIS investments.

[Capital at risk]

1350-1360 Montpellier Court, Gloucester Business Park, Gloucester, GL3 4AH

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