Venture Funding service is designed to offer experienced and professional investors the potential of high returns and substantial tax breaks by investing in private companies before they list on the stock market or AIM.
Flexible Investing
This is a more flexible option than Venture Capital Trusts because investors are not locked into a fund. These investments are not freely traded, unlike quoted shares however.
Venture Funding service provides access to funding at the pre-IPO stage. We draw on an extensive network of high net worth individuals, business angels and venture capitalists.
Tax Advantages
We use the Enterprise Investment Scheme (EIS) wherever possible, to ensure our clients receive the biggest possible tax relief on their investments.
Tax breaks associated with the EIS include:
- First year: 20% income tax relief
- Second year: Inheritance tax free
- Third year: Capital Gains Tax-exempt
- Capital Gains tax deferral. (No limit on deferral amount)1
- 52% loss relief if the company liquidates2
1 Not available on VCT investments.
2 Provided the company remains Private.
SIPPs
High Net Worth clients holding liquid funds within their pension can invest a percentage of these in unquoted securities. Any gain therefore arising from the sale of an investment may then be free of capital gains tax. However, before taking any investment decision in this respect, you should seek independent tax advice.
Utilise our Experience
We provide all the knowledge and connections, and give our Venture Funding clients the most in-depth, up-to-date information, enabling them to make the best-informed investment decisions.
Opportunity Alert
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Risk Warnings
Click here to see full Risk Warnings.
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