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Regular EIS contributions versus Pensions (Infographic)

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Date26 Feb 2016
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Categories

The following compares two monthly arrangements, the first is an EIS portfolio with monthly contributions, whilst the second is a pension with regular contributions.

 A client aged 49 aiming to retire at 65 based on monthly contributions of £2500 could expect to receive a completely tax free fund of £673,862 (based on EIS investments producing £134,772 per annum) as opposed to a SIPP fund of £533,000.

Complete review can be found here

 

EIS for Pension vs SIPP

Regular EIS contributions versus Pensions (Infographic)

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