Is Kuber right for you?

If you are looking to invest across a range of investment managers who specialise in EIS investments and would like a simple way of administering your investments, then Kuber has been designed with investors like you in mind. In particular, EIS investments may be right for you if the following statements apply:

  • You have accumulated significant savings and want to diversify your investments while benefitting from tax incentives
  • You are keen to benefit from the growth potential offered by investments in smaller companies
  • You would like to reduce your income tax liability
  • You would like to reduce the potential inheritance tax due on your estate
  • You would like to defer a capital gain
  • You have previously built up a significant pension fund but are now restricted by the Pension Annual or Lifetime Allowance
  • You have elected for Pension Enhanced Protection or Fixed Protection
  • You would like a tax advantaged savings vehicle without the restrictions attached to pensions
  • You are a UK resident non domicile for tax purposes and would like to invest overseas income and capital gains tax free in the UK

We believe that an EIS portfolio is an attractive investment if you want to make larger contributions to fund your retirement or simply want to invest in a tax efficient manner. However, the tax benefits of investing via Kuber should be your secondary and not primary reason for investing. Kuber is designed to provide an excellent investment opportunity by offering you a diversified range of EIS investment opportunities overseen by experienced and proficient managers.