Tax-Efficient Investment

Launching our first business networking event, Kelvin Capital are providing an educational session on investment and tax relief, followed by lunch and networking.

The Enterprise Investment Scheme (EIS) can improve your tax efficiency while backing Scottish innovation. Qualifying EIS investments can provide:

• Up to 30% Income Tax relief
• Capital Gains Tax deferral on qualifying gains
• Potential Inheritance Tax relief after two years
• Tax-free growth on qualifying EIS shares held over three years

Kelvin Capital will showcase real portfolio examples and outline practical ways to optimise your position before year-end—demonstrating how targeted investment can reduce tax liability while supporting high-growth, disruptive companies.