What is FlexEIS?
FlexEIS is a revolutionary approach for UK financial advisers, enabling appropriate investors to benefit from the generous tax reliefs of the Enterprise Investment Scheme (EIS) on an ongoing basis, rather than through traditional annual lump sum commitments.
This innovative method allows financial advisers to recommend investments in the Deepbridge Life Sciences EIS and Deepbridge Technology Growth EIS funds, aligning growth-focused venture capital with regular financial planning.
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Why Choose FlexEIS?
Many investors prefer contributing to their pension, ISA, and general investment savings monthly. FlexEIS aligns with this preference, offering a flexible and manageable way to invest in EIS funds while benefiting from Deepbridge’s EIS management experience.
By adopting a monthly investment structure, advisers can gradually build a diversified portfolio and encourage more strategic portfolio-building habits.
Monthly Contributions
Investors can start from just £1,000 per month per fund, with capital deployed into investee companies once a minimum of £3,000 is accumulated. This regular contribution model promotes discipline, could improve cash flow management, and ensures that clients consistently diversify their portfolios.
Please note that tax benefits depend on personal circumstances, are not guaranteed, and rely on UK Tax Legislation which may change in the future. Investments in unquoted companies carry high risks and investors could lose all funds invested. Investors should not invest if capital is required in the near term. No established market exists for the trading of shares in private companies, making it difficult to sell shares.
Key Benefits
Income Tax Relief: Up to 30% income tax relief on investments, up to a maximum individual investment of £2 million per tax year, provided that at least £1 million is invested in Knowledge Intensive Companies.
Capital Gains Tax Deferral: Unlimited deferral of capital gains tax on the sale of any assets if an EIS investment is made within one year before or three years after the date of the disposal of the assets which give rise to a gain.
No Capital Gains Tax: No capital gains tax on the disposal of shares that have been held for at least three years in EIS Qualifying Companies.
Inheritance Tax Exemption: EIS investments qualify for Business Relief, which means investors could mitigate their estate’s IHT liability after holding assets for just two years.
Loss Relief: Providing total tax relief of up to 61.5% for a 45% taxpayer if qualifying investee companies fail.
Carry Back Relief: Relief claims may be made for amounts subscribed for shares in EIS qualifying companies, such that an investment is treated for income tax relief purposes as having been made in the previous tax year, subject to maximum investment levels for that tax year.
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