School Fees

Have you thought about using an EIS investment as a planning idea for school fees?
Many of our clients are having to cope with the fast rise in private school fees. For clients that are able to take some risk, a recent article in Investors Chronicle highlights how a client could save £120,000 on £541,000 worth of school fees for two children by reinvesting £100,000 every four years in an EIS. The savings come from the 30% income tax relief which is used to pay school fees.

Why Octopus EIS?
Octopus EIS is managed to a capital preservation mandate and invests in renewable energy investments. Renewable energy companies benefit from production subsidies underpinned by Government legislation. This means that they are able to forecast revenue levels with confidence which helps them to generate a predictable rate of return.

Investors in Octopus EIS stand to benefit from the following tax incentives:

Upfront income tax relief of 30% (up to a maximum investment of £1 million for the 2013/14 tax year, and/or £1 million where carried back to the 2012/13 tax year)
Full inheritance tax relief after two years (provided the investments are held at time of death)
Capital gains tax deferral for the life of the investment.
Tax-free growth (provided income tax relief has been given and not withdrawn)

For more information please use our contact us form

Email us on info@sbfinancial.co.uk Call us on 01296 641 868Use our Contact Form

Please note when reading any information on this website: past performance is no guide to future performance. The value of an investment may go down as well as up and an investor may not get back the full amount invested. Before investing, please ensure that you have read the information set out in the simplified prospectus, which includes full details of the charges. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. Opinions expressed on this website represent the views of Stephen Baker Financial Consultants Ltd at the time of publication, are subject to change, and should not be interpreted as investment advice.

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