HMRC Approved Schemes

Tax Efficient Investing

Maximise your returns by utilising government-backed incentives designed to support economic growth.

Keep More of What You Earn

Effective wealth management isn't just about high returns; it's about what you keep after tax. We specialise in structuring investments through the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS).

EIS (Enterprise Investment Scheme)

  • 30% Income Tax Relief
  • Capital Gains Tax Deferral
  • Tax-free Growth after 3 years

SEIS (Seed Enterprise Investment Scheme)

  • 50% Income Tax Relief
  • 50% Capital Gains Reinvestment Relief
  • Inheritance Tax Relief

Impact Example

Based on a £10,000 investment in an SEIS eligible company for a 45% taxpayer.

Initial Investment £10,000
Income Tax Relief (50%) -£5,000
Net Cost £5,000
Note: Loss relief is also available. If the investment fails, additional tax relief can reduce the total loss to as little as £2,750 on a £10,000 investment.

Disclaimer: Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. We do not provide tax advice; you should consult with your own tax advisor.