Tel: 01189469717, Email: ion@assets.ltd.uk, Chiltern Chambers, St Peters Avenue, Caversham, Reading, Berkshire, RG4 7DH
Assets Financial Services
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    • VCT and EIS
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  • Corporate
    • Key Person, Co-shareholder and Relevant Life Cover
    • Pension Arrangements For Businesses
    • Other Employee Benefits
  • Other Services
    • Equity Release
    • Insurance Services
  • Home
    • About Us
    • What We Do And How We Work
    • Our Service Principles
    • Contact Us
  • Saving for Retirement
    • Personal Pensions
    • Self Invested Pensions - SIPP and SSAS
    • SIPP Commercial Property Purchase
  • Retirement Choices
    • Annuities
    • Flexible Retirement - Drawdown and Phased Retirement
    • Pension Lifetime Allowance
  • Investment
    • Investment Process
    • Collective Investments
    • VCT and EIS
  • Estate Planning
    • Wills & Power Of Attorney
    • Making The Most Of Allowances
    • Trust Based Schemes
    • Other Strategies - BPR/AIM and Life Assurance
  • Corporate
    • Key Person, Co-shareholder and Relevant Life Cover
    • Pension Arrangements For Businesses
    • Other Employee Benefits
  • Other Services
    • Equity Release
    • Insurance Services

VCTs and EIS

VCTs, EIS, and SEIS were introduced by Government to encourage investment in small, unquoted enterprises and help such businesses raise capital. The appeal of SEIS is narrow and not detailed here. Many clients are faced by a reduction in the availability of tax relief for pensions, together with Inheritance Tax concerns and may wish to considering the use of EIS or VCT investments as part of their planning.

Venture Capital Trust (VCT)

A Venture Capital Trust is a listed company whose aim is to profit by investing in other companies which tend to be small enterprises seeking capital to develop their business. You can subscribe for new shares at launch or by buying shares when the trust has been established.

You are given tax relief to encourage you to invest in these small, high risk businesses and by pooling your investments with those of other customers a VCTs allow you to spread the risk over a number of enterprises.

Enterprise Investment Scheme (EIS)

The Enterprise Investment Scheme (EIS) aims to help smaller companies to raise capital and provides generous tax reliefs.

Inevitably, VCTs and EIS are high risk investments and the value of your investments can go down as well as up and you may get back less than you invested

Assets Financial Services is a trading style of Sage Roxborough Ltd,  which is authorised and regulated by the Financial Conduct Authority. Sage Roxborough Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 718005. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FCA does not regulate some forms of mortgages and tax planning advice. Registered office 168 Church Road, Hove, BN3 2DL. Registered in England No. 05478319
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