BRIGHT INVESTMENT OPPORTUNITY
…for individuals to target capital growth from a portfolio of solar energy companies, whilst taking advantage of the range of tax reliefs available.
In April 2010 the government introduced a 25 year Feed-In-Tariff to the UK, which is an index-linked guarantee that a minimum price is payable for electricity produced from renewable sources.
The Foresight Investment Group are building on their European expertise to provide investors with an opportunity to invest in UK trading companies that own and operate solar installations which qualify for the Feed-In-Tariff. Investors may invest via a Venture Capital Trust (VCT) or Enterprise Investment Scheme (EIS); both of which qualify for significant tax breaks.
| VCT |
EIS |
| Minimum investment £3,000 |
Minimum investment £10,000 |
| 30% Income Tax Relief * |
30% Income Tax Relief ** |
| Planned exit after 5-6 years but can be held longer |
Planned exit after 5-6 years but can be held longer |
| Exempt from CGT |
Exempt form CGT |
| Tax-Free dividends |
CGT deferral |
| |
IHT relief after 2 years |
Both are targeting a minimum return of £1.30 for every £1 invested gross.
For a 50% taxpayer this equates to an annual return of over 20%.
At SFIA we recommend such investments from a range of carefully selected providers. We are highlighting this offer as we feel that it is particularly strong and is due to close before the end of July. We would be pleased to advise on the suitability of the above investments and on VCTs and EISs from other providers.
For more information please call us on 0845 458 3690 or email webenquiry@sfia.co.uk.
29th July Application deadline!
*Up to £200,000, provided the investment is held for at least five years. The amount of relief cannot exceed your income tax liability for that year. **Up to £500,000 per tax year, provided shares are held for a minimum of three years.
Past performance is not necessarily a guide to the future. The value of your investment and income from it can fall as well as rise and is not guaranteed. There is a risk that you could lose all the money or may not get back the full amount invested.
This investment is most suitable for experienced investors, as investment in small AIM listed and unlisted companies which, by their nature, will have a higher risk profile than larger companies.
The taxation benefits and relief are based on current legislation in England and Wales and are subject to change.
BRIGHT INVESTMENT OPPORTUNITY
…for individuals to target capital growth from a portfolio of solar energy companies, whilst taking advantage of the range of tax reliefs available.
In April 2010 the government introduced a 25 year Feed-In-Tariff to the UK, which is an index-linked guarantee that a minimum price is payable for electricity produced from renewable sources.
The Foresight Investment Group are building on their European expertise to provide investors with an opportunity to invest in UK trading companies that own and operate solar installations which qualify for the Feed-In-Tariff. Investors may invest via a Venture Capital Trust (VCT) or Enterprise Investment Scheme (EIS); both of which qualify for significant tax breaks.
| VCT |
EIS |
| Minimum investment £3,000 |
Minimum investment £10,000 |
| 30% Income Tax Relief * |
30% Income Tax Relief ** |
| Planned exit after 5-6 years but can be held longer |
Planned exit after 5-6 years but can be held longer |
| Exempt from CGT |
Exempt form CGT |
| Tax-Free dividends |
CGT deferral |
| |
IHT relief after 2 years |
Both are targeting a minimum return of £1.30 for every £1 invested gross.
For a 50% taxpayer this equates to an annual return of over 20%.
At SFIA we recommend such investments from a range of carefully selected providers. We are highlighting this offer as we feel that it is particularly strong and is due to close before the end of July. We would be pleased to advise on the suitability of the above investments and on VCTs and EISs from other providers.
For more information please call us on 0845 458 3690 or email webenquiry@sfia.co.uk.
29th July Application deadline!
*Up to £200,000, provided the investment is held for at least five years. The amount of relief cannot exceed your income tax liability for that year. **Up to £500,000 per tax year, provided shares are held for a minimum of three years.
Past performance is not necessarily a guide to the future. The value of your investment and income from it can fall as well as rise and is not guaranteed. There is a risk that you could lose all the money or may not get back the full amount invested.
This investment is most suitable for experienced investors, as investment in small AIM listed and unlisted companies which, by their nature, will have a higher risk profile than larger companies.
The taxation benefits and relief are based on current legislation in England and Wales and are subject to change.