Julia Barnard

Julia Barnard


Enterprise Investment Scheme

The Enterprise Investment Scheme (‘EIS’) is a tax efficient way of raising finance for unquoted trading companies. Where clients are looking to attract investment in order to drive their business forward, we can ensure that any investment is structured in a manner that maximises all available tax reliefs.

This includes income tax relief, capital gains tax deferral relief, capital gains tax exemption, inheritance tax exemption and potential loss relief in the event that the shares are disposed of at a loss.

We meet with companies and potential investors at the outset and can project manage the whole process from the initial discussions through to securing the appropriate tax reliefs and ensuring that the company remains fully EIS compliant. In many circumstances this relief is what entices investors.