The removal of the ability to hold renewable energy production within an EIS investment structure is likely to cause a potential constraint on capacity.
Kuber Ventures is the natural one stop shop for EIS/SEIS & BPR investing as it offers an extensive range of funds from different providers across a wide range of sectors. There are a total of 35 Funds available comprised of 18 EIS, 9 SEIS, 3 Hybrid and 5 BPR. The platform has a minimum available capacity of c.£37.5m. For a full capacity update click here.
The funds through the platform are available either as a self-select or via a range of Kuber Strategies. These Strategies are designed to facilitate diversification across different managers*. The construction of the Strategies is based upon information provided by the Fund Managers. For the full range of Kuber Strategies click here.
Remember clients can reclaim the tax they have already paid in the tax year 2015/16 through the ability to carry back EIS and SEIS relief.
SEIS & EIS enable clients to carry back relief due on investments in qualifying companies to a previous tax year, so an investment made in 2016/17 could reduce tax liabilities for 2015/16 tax relief. That means that 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.
The Kuber strategies will enable your clients to take advantage of this carry back opportunity and further manage their investment risk through a diversified approach.