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Maximising investors' tax relief
We can advise on the maximising of tax relief for individuals investing in unquoted companies. The main tax reliefs available are for direct share subscriptions in qualifying companies under the Enterprise Investment Schemes (EIS), and for investments made by Venture Capital Trusts (VCT) in qualifying companies.
What we offer our clients For companies:
- Advisory services on the planning and structuring of EIS/VCT schemes. This includes advising on the structure of groups (or restructuring as necessary) and identifying areas of risk
- Preparation and submission to HMRC of provisional EIS/VCT approval applications in order to obtain comfort that new ordinary shares to be issued to qualifying investors will qualify for EIS and/or VCT relief
- We are able to advise on, and assist with, the practical aspects of obtaining EIS/VCT relief including preparation of relevant forms and reviewing qualifying conditions on an ongoing basis
For individuals:
- Advisory services to those wishing to invest in EIS and VCT schemes
- Reviewing/preparation and submission of appropriate forms in order to claim the relief
If you would like more information on our due diligence services, please contact us.
