Enterprise Investment Schemes (EIS)

Your chance to benefit from tax reliefs whilst investing in a portfolio of small caps

Enterprise Investment Schemes (EIS)

Introducing the Beaufort Smaller AIM Companies EIS Fund…

We believe that the UK small cap sector offers good investment opportunities, particularly in the funding cycles on AIM, which should enable the Beaufort Smaller AIM Companies EIS Fund to acquire stakes in companies with the potential for significant growth.

The Beaufort Smaller AIM Companies EIS Fund will invest in small, mainly AIM companies which can demonstrate good growth potential while at the same time enabling Investors to take advantage of the significant tax benefits of the Enterprise Investment Scheme currently available.

The Fund’s investments will be recommended by small cap specialists at Beaufort Securities, who have a successful track record in investing in this target market. To find out more about Enterprise Investment Schemes and the tax benefits the Beaufort Smaller AIM Companies EIS Fund can offer investors, watch the short video below.

Watch Tanvier Malik and Jon Levinson of Beaufort Securities discuss the newly launched Beaufort Smaller AIM Companies EIS Fund in an interview with Zak Mir on TipTV.co.uk – 29/05/2015

If you have questions about how an EIS fund works or about the Beaufort Smaller AIM Companies EIS Fund specifically, please call us on 020 7382 8303 and we will endeavour to assist you. Alternatively, you can request a call back at a time that suits you here.

  • What is EIS?
  • EIS Tax Benefits
  • Fund Documentation
  • Key Fund Information

Enterprise Investment Schemes, have since 1993 been successfully used and misused by tax advisors in helping the very wealthy benefit from all the tax allowances. Last year £1billion was invested in various schemes including films, solar and wind power. Some of these schemes are no longer allowable. Beaufort is offering a straightforward opportunity to invest in qualifying, mainly AIM, businesses for the capital growth and the tax breaks. As the UK economy grows, smaller companies will continue to find it hard to raise expansion capital. We believe there is very attractive value in some AIM companies and investors in the Beaufort Smaller Companies EIS Fund could, by using just one tax break achieve a 51% discount to this already attractive value.

Risk Warning

Please note that EIS Funds are products which should be considered as being higher-risk investments. They are not suitable for all investors. They may be appropriate as part of a diversified portfolio, giving access to an alternative asset class, but should be considered illiquid and therefore unsuitable for unplanned or early capital withdrawals. You should seek qualified professional advice before investing. You should also remember that the tax benefits may change as they are subject to changes in tax legislation.

  • – Up to 30% income tax relief on investments up to £1 million in each tax year, as long as they keep the shares for at least three years
  • – Capital gains tax (CGT) deferral which is eliminated if held at death
  • – 100% inheritance tax relief after two years, as long as the client still owns the shares when they die
  • – Tax-free growth
  • – Up to 45% loss relief on any holding that falls in value

Risk Warning

Please note that EIS Funds are products which should be considered as being higher-risk investments. They are not suitable for all investors. They may be appropriate as part of a diversified portfolio, giving access to an alternative asset class, but should be considered illiquid and therefore unsuitable for unplanned or early capital withdrawals. You should seek qualified professional advice before investing. You should also remember that the tax benefits may change as they are subject to changes in tax legislation.

If you wish to invest in the Beaufort Smaller AIM Companies EIS Fund, simply print and complete the relevant documentation linked to below. If you require hard copy documentation to be sent out to you, please call us on 020 7382 8303 and we’ll be happy to assist.

Beaufort Smaller AIM Companies EIS Fund Brochure Download the Beaufort Smaller AIM Companies EIS Fund Brochure
Beaufort Smaller AIM Companies EIS Fund Investment Memorandum Download the Beaufort Smaller AIM Companies EIS Investment Memorandum
Beaufort Smaller AIM Companies EIS Fund Application Form Download the Beaufort Smaller AIM Companies EIS Fund Application Form

Risk Warning

Please note that EIS Funds are products which should be considered as being higher-risk investments. They are not suitable for all investors. They may be appropriate as part of a diversified portfolio, giving access to an alternative asset class, but should be considered illiquid and therefore unsuitable for unplanned or early capital withdrawals. You should seek qualified professional advice before investing. You should also remember that the tax benefits may change as they are subject to changes in tax legislation.

Minimum Individual Investment: £5,000
Minimum Fundraise: £500,000
Life of the Fund:

3-4 years (i.e. 3 years from the Start Date with 12 months anticipated to realise the Investments, subject to extension by a further 2 years at the discretion of the Fund Manager)

Portfolio Allocation:

No more than 25% of the Fund in any one company

Start Date:

6th April 2015

First Close Date:

30th April 2015 (including 1% rebate on funds invested)

Second Close Date:

29th May 2015

Investment Fee:

3.5% plus introducer’s commission

Annual Management Fees:

3.5% per annum of the assets in the Fund This fee includes the annual fee due to the Administrator.

Performance Fee:

20% of all distributions to Investors once Investors have received 110p from the Fund for each 100p subscribed.

Risk Warning

Please note that EIS Funds are products which should be considered as being higher-risk investments. They are not suitable for all investors. They may be appropriate as part of a diversified portfolio, giving access to an alternative asset class, but should be considered illiquid and therefore unsuitable for unplanned or early capital withdrawals. You should seek qualified professional advice before investing. You should also remember that the tax benefits may change as they are subject to changes in tax legislation.

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