Your client has realised a substantial capital gain in the current tax year, and is looking to you for advice on how they might push back the payment date. How might the enterprise investment scheme
(EIS) be of use to them?
Published 28.11.2016
Your client has triggered some one-off tax liabilities and come to you for advice on mitigating them. They have already used their ISA allowance. What tax reliefs do the venture capital schemes offer
and how can they be used to reduce your client’s tax bill?
Published 30.08.2023
A client has enjoyed a windfall and wants to make some tax-efficient investments. They are asking for some advice on the tax breaks offered by investing in either enterprise investment scheme (EIS)
or venture capital trust (VCT) shares. What are the key differences?
Published 20.04.2022
A client that holds shares in an enterprise investment scheme (EIS) company has been told that it is to list on the stock exchange. It will first be acquired by a special acquisition company via a
share exchange. How will this be taxed, and can the shares’ EIS reliefs be preserved?
Published 23.02.2022
You have a wealthy client who is non-UK domiciled. They want to make a qualifying enterprise investment scheme (EIS) investment into a young company in 2020/21. What can you advise them to do to
access a lesser-known relief as well?
Published 28.01.2020
A client has recently set up a trading company. They need a modest amount of investment, and you have introduced them to another client who will invest if seed enterprise investment scheme (SEIS)
relief is available. What is this relief, and what must your client be wary of?
Published 23.02.2022
While most of the mini-Budget announcements were axed, a welcome reform to the seed enterprise investment scheme (SEIS) is here to stay. What’s happening and when will the changes take place?
Published 15.11.2022
A number of tribunal cases highlight traps within the EIS legislation that can cause a loss of relief because of the procedural actions of the issuing company. How can you help your clients avoid any
problems?
Published 22.12.2017
A subscriber’s client has made a SEIS investment, but they need to use the carry-back election to secure as much income tax relief as possible. Can they trigger gains this year to secure reinvestment
relief as well?
Published 02.01.2019
With more and more clients shunning aggressive tax planning, being able to advise on mainstream solutions such as EIS income tax relief, and how these can be inadvertently lost, is increasingly
important. What key information do you need?
Published 26.11.2014