Details
Agenda: A look at the tax reliefs and the history of EIS. What is the Government’s objective of the Scheme and what should advisers bear in mind?
At Deepbridge Capital, we believe that prior to considering an investment via the Enterprise Investment Scheme (EIS), financial advisers and the investor should have a clear understanding around the basics of EIS, including; how this Government scheme works, the various tax reliefs available and what investors’ money can be used for.
We are therefore delighted to invite you to attend our series of 3 webinars, offering financial advisers the opportunity to learn more about EIS and consider whether it might be an appropriate proposition for their clients, both as a tax-planning tool and as an investment opportunity.
Small unquoted stocks should be treated as high risk investments and therefore understanding the management approach of the Investment Manager should be imperative.
EPISODE 1: The Modern World Of EIS
- Date: 03/10/2023
- Time: 8:30am - 9:15am
EPISODE 2: Trigger Points
- Date: 10/10/2023
- Time: 8:30am - 9:15am
EPISODE 3: Due Diligence & Research
- Date: 17/10/2023
- Time: 8:30am - 9:15am
IMPORTANT:
The views expressed in this broadcast are the views of the individual and not necessarily of Deepbridge Capital LLP. Figures quoted by the presenter and/or guest may be approximations.
The content of this video should not be construed as financial advice.
This video is a real-time financial promotion and, as a result, has not been approved as a financial promotion for the purposes of Section 21 of the Financial Services and Markets Act 2000.
RISK WARNING:
Any decision to invest should be made only on the basis of the relevant documentation for the investment available in the accompanying company profile. Investments in unquoted companies carry high risks.
Capital invested will be at risk and you could lose all of your investment. No established market exists for the trading of shares in private companies, making it difficult to sell shares.
Tax treatment depends on the individual circumstances of each investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status.
Past performance is not a reliable indicator of future performance.
