Great news that EIS has been extended! 

No matter your political inclinations or views on the Chancellor’s Autumn Statement, we hope you share our delight that the Chancellor has now extended the Enterprise Investment Scheme (EIS) to 2035. 

With next year representing the 30th anniversary of the launch of EIS as one of the world’s most generous tax relief incentive schemes, the capital that EIS investors have provided to early-stage companies has been invaluable and continues to be critical for UK economic growth. 

Of course, from a financial planning perspective, the tax reliefs and growth opportunities share equal billing for why investors should be utilising EIS within their well-diversified portfolios. Said generous tax reliefs, of course, include 30% income tax relief, CGT deferral, IHT exemption, CGT free growth and Share Loss Relief. 

Who are EIS investments be suitable for?

• Clients who have recently sold a business;
• Clients who have recently sold a BTL property or portfolio;
• Higher income tax earners;
• Individuals with an appetite for supporting exciting early-stage tech and life sciences companies.

Don’t forget that the Deepbridge Technology Growth EIS and Deepbridge Life Sciences EIS Funds, with enviable track records and experienced management teams, continue to usually fully deploy investors’ capital on a monthly basis. 

Perhaps you’re looking at EIS as part of an ongoing investing plan, if so, it is worth highlighting that the Deepbridge EIS funds can now be accessed via monthly subscriptions. Read more, here.

The Enterprise Investment Scheme should be a key financial planning tool for all financial advisers. Visit the product pages on our website for more information: https://www.deepbridgecapital.com/

There you will find the Information Memorandum, KID document and application forms for both EIS funds, along with various case studies showing examples of how EIS can be used as an appropriate tax planning tool for your clients.

Don’t forget: electronic application forms can be requested via the Deepbridge website here.

To speak with your local Deepbridge representative, click here.