EIS/SEIS capacity still available here before Tax year end

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Date28 Mar 2018
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Categories

  The countdown begins…

Despite tax year end fast approaching, Kuber Ventures are still able to offer Funds with capacity. To simplify your fund selection, Kuber has a strategy consisting of those funds we know will close before the tax year end, but you need to act now.

Tax year end strategy

Tax Year End Strategy
> Amersham Odexia Consumer Brand
> Seed Advantage 
> Velocity Consumer Technology 
> CHF Media EIS 

*Minimum investment £20,000

Don’t forget carry back 

Remember with EIS & SEIS, it is possible to carry back relief due on investments in qualifying companies to a previous tax year, so an investment made in 2017/18 could reduce tax liabilities for 2016/17 tax relief.

That means by utilising both tax years, investors can gain relief on up to £200k in SEIS & £2m in EIS, receiving a maximum of £700k of tax paid.
Kuber capacity 

The funds are available as:

> a self-select fund(s)
> an investment through a Kuber Strategy:

   > Asset Focused
> Diversified Growth
> Generalist 
> Technology Growth
> a combination of the above

   > Tax Year End Growth Strategy

With tax year end fast approaching it’s important to be aware of the available capacity in the market, the likelihood of particular funds closing and the key dates for last applications.

> For an overview of the current closure forecast and capacity status, click here.

If you wish to discuss either:

  • the application of EIS/SEIS in a financial planning context
  • any of the above funds or strategies

Please book an appointment with a member of the Kuber Business Development team or call  +44 (0) 20 7952 6685.

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