Tax-efficient investing

Invest in a range of innovative UK companies in return for access to generous tax reliefs.

Your capital is at risk and returns are not guaranteed.

Venture Capital Trusts (VCTs)

Open for investment until 3pm on Tuesday 31 August 2021

Invest in small-medium sized or early-stage UK companies to help them grow:

  • Receive income via tax-free dividends
  • Access 30% income tax relief and pay no capital gains tax
  • High risk and long term compared to more conventional investments

Enterprise Investment Scheme

Invest in early-stage UK venture companies and receive attractive tax benefits:

  • 30% income tax relief 
  • No capital gains tax if shares are held for three years 
  • Up to 45% loss relief 

Inheritance tax services

Reduce inheritance tax (IHT) on your estate while keeping full ownership of your investment:

  • IHT exempt investments after just two years
  • Choice of asset-backed investments or funds invested on the AIM market
  • Downside protection cover