an On-Shore Tax Haven

EIS gives shelter from Capital Gains and Inheritance Tax
Enjoy tax haven status without the costs & complexity of moving money offshore.

Thanks to an Enterprise Investment Scheme you can invest in a UK company and legitimately claim back 30% of your Income Tax from HM Revenue & Customs.

An HMRC approved EIS is also an excellent shelter from Capital Gains Tax due on an asset realised within the last three years. There is no upper limit on the amount of deferral relief available to an investor and Capital Gains Tax on profits realised from the sale of a different asset can be deferred indefinitely. 

Enterprise Investment Scheme shares generally qualify for Business Property Relief for IHT purposes so you benefit from Inheritance Tax relief after just 2 years. Nor is there any claw-back of Income Tax or Capital Gains Tax deferral reliefs on death.

There is also satisfaction to be gained from knowing that your tax-efficient plan is boosting the UK economy by creating worthwhile jobs in the small business sector.

But a good Enterprise Investment Scheme needs a viable Investor Exit Strategy!

Three years is a long time to lock away your capital, even when you've benefited from generous tax incentives. Choosing to buy EIS shares in a company that has an Employee Share Ownership Scheme, may provide opportunities to sell your maturing shares to members of Staff who already have a stake in their business.

You can roll over an EIS investment by purchasing NEW shares in the same firm, but this entails realising your original investment. HMRC rules allow employees (NOT Directors) to buy EIS shares at their current value after the initial 3 year period.

A key part of Accolade's EIS is helping realise your investment. Accolade has a viable exit strategy that may enable an investor to re-invest their shareholding every three years...potentially recycling the 30% tax rebate on a triennial basis.

Having been an employee owned company since 1999, there are strong incentives for staff & franchisees to purchase maturing Enterprise Investment Scheme shares. A significant portion of our current employee pay now relates to dividend earnings. Franchisees will be required to buy existing shares as a condition of their licence.

Accolade Office - Enterprise Investment Scheme opens to investors - 2016

Phone 0141 774 4600 to check availability of this 30% tax saving EIS

An Enterprise Investment Scheme is by far the best way of exploiting tax breaks

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EIS relief takes the edge off your tax bill

Inaccessible Pinnacle 
Sgurr Dearg 
Isle of Skye 

Photo taken by Bill Gray, 
Managing Director @ Accolade, 
Sunday May 1st 2011

"He either fears his fate too much,
Or his deserts are small,
That puts it not unto the touch, 
To win or lose it all."

Extract from 'My Dear and Only Love' written in 1643 by James Graham, Marquis of Montrose.

Original text & images are Copyright to Accolade - Office (europe) Limited © 2016

Original images have been pixellated with a pattern that makes them identifiable as the unique copyright property of Accolade Office- europe Limited. © applicable within all legal jurisdictions, worldwide.

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An Enterprise Investment Scheme is an appropriate venture for UK income tax payers who can self-certify being a sophisticated investor.
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