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Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
Venture Capital Trusts
Venture Capital TrustsTo find out more information Click here
Octopus Future Generations VCTInvesting in businesses that are helping to build a sustainable planet, empower people, or revitalise healthcare.
Octopus Titan VCTInvestments in tech-enabled businesses with high growth potential.
FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
Corporate Inheritance Tax planningWhen a company has too much cash, it can affect its ability to be free from inheritance tax. But companies have options.
Based on the anticipated investment return, this table compares the tax due and tax reliefs available for an EIS-qualifying investment and for a non-EIS investment.
Investment outcome
EIS investment
Non-EIS investment
Total investment return
Investment
Investment gain (or loss)
-
-
-
-
-
-
Tax and reliefs
Rate of tax
Income tax relief
Capital gains tax payable if sold
Inheritance tax payable if held on death
Capital gains tax deferred
Loss relief against income
30%
-
40%
-
-
-
N/A
N/A
-
-
N/A
-
-
N/A
N/A
Based on tax rates and individual circumstances you provided:
Anticipated investment return:
-
Income tax rate:
-
Capital gains tax rate:
-
Capital gains available for deferral:
-
Deferred gain from the sale of a residential property or carried interest:
-
This calculator assumes the relevant conditions have been met for EIS tax reliefs to apply.
The above figures exclude fees and advisers charges, which will be specific to the product and investment provider.
It's worth bearing in mind that typical charges for EIS investments include initial fees, ongoing fees, annual management charges, and dealing fees for the purchase and sale of shares. In some cases they can also include a performance fee.
Key investment risks
Tax treatment depends on personal circumstances and tax rules may change in the future.
Tax reliefs depend on EIS companies maintaining their qualifying status.
The value of an investment can go up as well as down and investors may not get back the full amount invested.
EIS-qualifying shares may rise or fall in value more than companies listed on the main market of the London Stock Exchange. They may also be difficult to sell.
We always recommend investors talk to a qualified financial adviser before making any investment decisions.