Save tax on your investments
Income Tax relief of 20% could be enjoyed on investments up to £500,000 into an Enterprise Investment Scheme (EIS). The eventual sale of the shares would be exempt from Capital Gains Tax, providing certain conditions are met. Under current legislation EIS investments may be exempt from Inheritance Tax after two years of holding such an investment. Not only that, but it may be possible to defer any other personal capital gains into the investment to avoid paying Capital Gains Tax now. If you are setting up a business and introducing funds, then it may be possible to enjoy the same tax breaks as for an EIS investment. Care would be needed as there are a number of conditions to meet, but the tax savings could be substantial. Income Tax relief of 30% is available on investments up to £200,000 into a Venture Capital Trust (VCT). Any dividends received would be exempt from income tax and the eventual sale of the shares would be exempt from Capital Gains Tax, providing certain conditions are met. Financial advice should always be sought to ensure the right investments are made for your circumstances and the risks you wish to take. |
Contact
Tel: 01384 403 500
Simon Cook Accountant
Mobile: 07545 928 686
Location
As a Birmingham Accountant we're well placed to handle clients across the West Midlands. With offices in a number of major towns in the local area as well as Birmingham itself