Other savings and investments

Arrange an appointment with one of our advisors and start paving your path to financial success.

Enterprise Investment Schemes (EIS)

Enterprise Investment Schemes (EIS) aim to promote investment in small businesses seeking funding for startup or expansion.

Despite the higher risk involved, EIS investments offer significant tax incentives and benefits. In fact, EIS is currently the sole UK tax-efficient scheme that allows for Capital Gains Tax (CGT) deferral.





Venture Capital Trusts (VCTs)

Investing in a Venture Capital Trust (VCT) helps diversify risk across multiple companies in higher-risk categories

VCTs are registered companies on the London Stock Exchange and managed by fund managers, often part of larger investment groups. To participate in the scheme, VCTs must have HMRC approval.

It’s important to note that not all EIS and VCTs are regulated by the Financial Conduct Authority.

We specialise in these areas and more.

We offer free initial advice

We offer free initial advice to help you navigate the choices available and ensure your best interests are prioritised.

Contact us to discover how we can assist you in achieving your financial objectives. Call us 0141 272 0000 or simply fill out our online enquiry form to get started.