Don’t invest unless you’re prepared to lose all your money. These are high-risk investments and you are unlikely to be protected if something goes wrong.
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Enterprise Investment Scheme [EIS]

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The tax reliefs available via the EIS

are intended to mitigate some of those investment risks.
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The Enterprise Investment Scheme (EIS) was launched in 1994 to encourage investment into small unquoted companies in the UK. Investment in small UK companies that are not on a quoted stock exchange usually have lack of liquidity and higher investment risk. The tax reliefs available via the EIS are intended to mitigate some of those investment risks.

30% Upfront Income Tax Relief

Investors can claim 30% income tax relief on the amount they invest (providing they have a sufficient income tax liability), therefore, if you invest £100,000 you can save £30,000 income tax. You must hold the investment for 3 years to ensure the income tax relief is not reclaimed.

Capital Gains Tax Deferral

Investors can defer the capital gains tax on any asset by investing the gain into an EIS qualifying investment. You can potentially defer the capital gains tax indefinitely.

Capital Gains Tax Free Growth

All gains accrued on your EIS investment will be free of capital gains tax, provided the investment has been held for at least 3 years and income tax relief has been claimed.

Loss Relief

If shares in the EIS investment are disposed of at a loss you can claim loss relief on the amount invested. This means that for a 45% taxpayer the most exposure to the EIS investment will be 38.5p for every £1 invested.

EIS Inheritance Tax Relief

Once your EIS shares have been held for 2 years you can claim 100% inheritance tax relief thereby reducing or eliminating your inheritance tax liability by the value of the shares.

Tax rules and regulations are subject to change and depend on personal circumstances.

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      Norcliffe Capital Ltd FRN # 826977 who is an Appointed Representative of Sturgeon Ventures LLP who is authorised and regulated by the Financial Conduct Authority FRN # 452811.

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      7 Bell Yard, London, WC2A 2JR
      7 Bell Yard, London, WC2A 2JR
      enquiries@norcliffe.capital
      0203 745 0653

      COPYRIGHT @2022 NORCLIFFE CAPITAL. ALL RIGHTS RESERVED.

      IMPORTANT INFORMATION

       

      Due to the potential for losses, the Financial Conduct Authority (FCA) considers this investment to be high risk. 

      What are the key risks? 

      1. You could lose all the money you invest
        • If the business you invest in fails, you are likely to lose 100% of the money you invested. Most start-up businesses fail. 
      1. You are unlikely to be protected if something goes wrong
        • Protection from the Financial Services Compensation Scheme (FSCS), in relation to claims against failed regulated firms, does not cover poor investment performance. Try the FSCS investment protection checker here.  
        • Protection from the Financial Ombudsman Service (FOS) does not cover poor investment performance. If you have a complaint against an FCA-regulated firm, FOS may be able to consider it. Learn more about FOS protection here.  
      1. You won’t get your money back quickly
        • Even if the business you invest in is successful, it may take several years to get your money back. You are unlikely to be able to sell your investment early. 
        • The most likely way to get your money back is if the business is bought by another business or lists its shares on an exchange such as the London Stock Exchange. These events are not common. 
        • If you are investing in a start-up business, you should not expect to get your money back through dividends. Start-up businesses rarely pay these. 
      1. Don’t put all your eggs in one basket
        • Putting all your money into a single business or type of investment for example, is risky. Spreading your money across different investments makes you less dependent on any one to do well. 
        • A good rule of thumb is not to invest more than 10% of your money in high-risk investments.  
      1. The value of your investment can be reduced
        • The percentage of the business that you own will decrease if the business issues more shares. This could mean that the value of your investment reduces, depending on how much the business grows.  Most start-up businesses issue multiple rounds of shares. 
        • These new shares could have additional rights that your shares don’t have, such as the right to receive a fixed dividend, which could further reduce your chances of getting a return on your investment.  

      If you are interested in learning more about how to protect yourself, visit the FCA’s website here.  

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