Build a portfolio of equity investments in established and growing companies
Our investors provided equity and loan funding to Smyle, an award-winning events agency.
About growth equity
Invest directly in the equity of well-established and profitable UK private companies aiming to grow rapidly. Our target is to multiply capital by three times or more over a 5-year period.
Private company equity investment qualifies for a range of tax reliefs depending on the age and size of the business. Investors’ Relief offers a reduced 10% rate of capital gains tax on gains if shares are held for three years. Business Relief offers inheritance tax mitigation on shares held for two years. Some investments may qualify for EIS tax reliefs, including 30% income tax relief, CGT deferral and CGT exemption on exit. Equity investment can also be made via the Rockpool SIPP.
The tax benefits of investing in private companies depend on your personal circumstances, on the circumstances of each company and on rules and regulations. All of these could change, removing tax benefits you expected to enjoy.