An enterprising way to save

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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...

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