EIS & VCT MASTERCLASS

Thursday 23rd January 2025

12:00 - 14:30
 Hartsfield Manor, Betchworth, RH3 7AA 

Please join me for a CPD qualifying EIS & VCT Masterclass over a three-course lunch in January, a great start to the new year!

The first Labour budget in fourteen years brought some big changes – CGT increases, pension tax tweaks and Business Relief cuts, but the Enterprise Investment Scheme and Venture Capital Trusts remain key planning tools for investors, helping to offset some of the increased demand on taxpayers.

Following the Government’s renewed endorsement of the EIS & VCTs in the budget, investors can support early-stage high-growth UK companies driving innovation. Initiatives like the EIS & VCT are key to the Chancellor’s plans to stimulate funding to innovative, high growth UK companies.

Tax-free growth and up to 30% income tax relief is available and EIS qualifying shares attract 100% inheritance tax relief when held for at least two years, and at the time of death. In addition, VCTs can offer tax-free dividends to investors.*

Learning Objectives
Why EIS & VCTs exist and the benefits to companies & investors
The tax reliefs available and how to claim them
Common client scenarios where EIS & VCTs are utilised
Blackfinch Ventures EIS & VCT offerings

This event will provide 1 hour of structured CPD should you consider this relevant to your professional development needs. 

I look forward to seeing you there!

* Tax benefits depend on the individual circumstances of each investor and may be subject to change.