An enterprising way to save

clock

Susan McDonald, chief executive of Calculus Capital, says now we are out of recession, investors should consider the benefits of EIS funds.

As we are now technically out of recession there are some very powerful reasons as to why enterprise investment scheme (EIS) funds should be an important part of every serious investor’s portfolio. EIS funds offer a range of tax benefits designed to encourage investment in smaller companies. Going forward, this is going to be important for two compelling reasons: Tax rates are going to rise as we face up to the repayment of debt that has mounted up to help us out of recession. This makes it doubly important to put as much of your clients’ wealth as possible in government-blessed tax...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on VCTs / EIS

VCTs bring green shoots as tax burdens bite

VCTs bring green shoots as tax burdens bite

The VCT fundraising season is in full swing

Simon Moon
clock 21 April 2026 • 4 min read
The adviser evolution: Why tax‑efficient investing is becoming essential, not optional

The adviser evolution: Why tax‑efficient investing is becoming essential, not optional

Outcome‑driven advice will define future sector leaders

Andrew Aldridge
clock 17 April 2026 • 6 min read
VCTs raised £918m ahead of upfront income tax relief cut

VCTs raised £918m ahead of upfront income tax relief cut

Third highest annual fundraise on record

Michael Nelson
clock 08 April 2026 • 2 min read