Roll Over This On-Shore Tax Break
*An E.I.S. is only as good as its I.E.S*
*Enterprise Investment Schemes need an Investor Exit Strategy*
3 years is a long time to lock away your capital, even when you've just benefited from generous tax incentives. Choosing to buy EIS shares in a company that has an Employee Share Ownership Scheme, may well 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.
element of Office Europe's E.I.S. is in realising your investment. Office Europe has a
viable exit strategy; one which may enable an investor to realise their shareholding
every three years...potentially recycling the 30% tax rebate on a triennial
an employee owned company since 1999, there are strong incentives for staff
& franchisees to purchase maturing Enterprise Investment Scheme
HMRC rules prevent employees benefiting from tax relief by purchasing EIS shares in their own company. To earn their bonus from dividends, staff must buy up existing shares, such as Enterprise Investment Scheme shares more than three years old.
A significant portion of
our current employee pay now relates to dividend earnings. This creates a focus on profit which permeates Office Europe, giving rise to our motto;
"...as an employee owned company...we try harder ! "
Whilst, at the time of issue, there can be no pre-arranged agreement to buy back maturing EIS shares, investors have the consolation of knowing that an H.M.R.C. permissible strategy is in place for creating a market in existing Office Europe shares.
Our Employee Share Ownership Scheme is further enhanced by another plan for Franchisees being required to buy existing shares as a condition of their licence.
No amount of
tax 'sweetener' can turn a bad investment into a good one...only lessen the
bitterness when it turns sour. Avoid having your tax relief withdrawn. Choose a company that understands and complies with complex EIS regulations.
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
^-<-< Use this Form or the 'Contact Us' page for more
information about our EIS.
Email a link to this page 'Rollover an EIS'
Isle of Skye
Photo taken by Bill Gray,
Manager @ Office Europe,
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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