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

Five reasons VCTs could make sense for your clients and your business

Five reasons VCTs could make sense for your clients and your business

'VCTs are now emerging as a tax-efficient option for a potentially wider audience'

Kirsty Barr
clock 07 August 2025 • 5 min read
How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration

How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration

‘EIS creates a natural bridge between IFAs, solicitors, and accountants’

Andrew Aldridge
clock 30 July 2025 • 5 min read
How tax-advantaged investments are powering UK innovation and economic growth

How tax-advantaged investments are powering UK innovation and economic growth

Schemes continue to fuel entrepreneurship and support innovation

Prashant Trivedi
clock 14 July 2025 • 4 min read