Five arguments for EIS ahead of tax year-end

Includes income tax and loss relief

Victoria McKeever
clock • 3 min read

With the end of the financial year fast approaching, CoInvestor offers five reasons why the Enterprise Investment Scheme (EIS) is worth considering for clients…

As 5 April draws closer, CoInvestor director Charles Owen (pictured) predicts advisers will be asking themselves the following questions, when it comes to managing clients' investment portfolios: Are your clients reaching the pension tax ceiling cap on pension contributions? Is inheritance tax increasingly on their mind? Are they looking for a non-market correlated capital growth investment? Are they also looking for a well-established investment option, rather than jumping into the unknown? And are you/they looking for a more balanced portfolio with the potential for tax free ...

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