Tax Advantages

In addition to the capital growth targeted for our funds, the tax advantages from such investments can be considerable; to include income tax relief, inheritance tax relief, loss relief, capital gains tax exemption on exit, and exemption or deferral of capital gains realised on sales of other assets.

The primary tax advantages available to investors in the Mercia Growth Fund series are EIS and SEIS tax reliefs, whereby fund returns can be substantially enhanced subject to the personal circumstances of each investor. Please follow the page links for further information on these reliefs along with case examples of how they could be applied.

It is recommended that investors seek independent advice to ensure they fully understand how any tax advantages may apply to their situation and circumstances.


 

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