VCT & EIS

Tax efficient investment opportunities

for experienced investors

It’s not just high-net worth individuals that can benefit from a VCT or EIS…

EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies, therefore are only suitable for experienced investors. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Both Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS) provide tax-efficient investment opportunities in some of the most exciting up and coming businesses in the UK. Their popularity comes from the possibility for high returns, not just from dividends and capital gains – but also because the UK Government provides up to 30% tax relief on your investment. But VCTs and EIS are high risk products and your returns are in no way guaranteed.

With a growing number of VCTs and EISs available, and with the recent introduction of SEIS, understanding the differences between them is vital to making an informed decision. Some schemes focus on particular market sectors, whilst others focus on the size of a company or have finite investment periods. Each VCT or EIS will have a different level of risk and it’s important to match this with your unique needs and financial profile. Our investment expert works daily with VCTs and EISs and can help you understand the risks associated with each product and find the right one for your unique financial circumstances.

It’s not just high-net worth individuals that can benefit from a VCT or EIS. If you are about to realise a capital gain, perhaps through the sale of a property or other investment asset, or if you’ve reached the pensions savings threshold – this type of investment could be perfect for you.

This type of product is only available to experienced investors.

Why not get started today? Call Credius now on 020 7562 5858
or email us at 
investments@credius.com

Investment Guides

We have a selection of guides that could be helpful for those looking at VCT & EIS…

Guide to Our Services

Tax treatment varies according to individual circumstances and is subject to change.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

"Owrang was one of the brightest graduates in an autumn intake of sixty people in 1998. I recall him regularly being upper quartile in the exams we undertook. He joined me as one of six individuals on the company's inaugural Business Foundation Programme - a graduate fast track programme for future leaders. I would gladly work with Owrang again."

- Adam N

"Owrang has been my best find in the financial arena in years. He has proved to be highly efficient, competitive, and personable. Am very happy customer!"

Rupert S

"Owrang has been an excellent find. Recommended by a good friend, he has helped me with my mortgage requirements more than once. A very good guy. Knows his stuff!"

Jon C

"Very good knowlege of all aspects of personal finance"

Jonathan L

"I was recommended Owrang to help me set up and transfer a private pension. He was very professional and took the time to understand my needs and both he and his team were very prompt with ongoing correspondence throughout the process. I will be happy to continue working with him and would happily recommend him to others."

Jonathan H

"Owrang has been providing me with advice and ideas on how to approach financial matters for many years and has always been excellent, proactive and importantly helped me increase my future earnings."

Nicholas G

Speak To An Expert

If you have any questions related to investments, we'd love to hear from you.

Contact Credius

Credius
Senator House,
85 Queen Victoria Street,
London,
EC4V 4AB

T: 020 7562 5858
F: 020 7562 5802
E: info@credius.com

Credius is a trading style of Credius Wealth Limited which is an appointed representative of Quilter Financial Services Limited
and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Credius Wealth Limited is registered in England and Wales 6186222.
Registered Address: Kemp House, 152-160 City Road, London EC1V 2NX

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Conduct Authority does not regulate Auto Enrolment, Trusts, Inheritance Tax Planning and some forms of Buy to
Let Mortgages

© Credius Wealth Limited. All rights reserved.