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The investments referred to on this website may not be suitable for all investors. Deal Partners Limited does not provide, and nothing on this website should be construed as, investment or tax advice. Potential investors are recommended to seek specialist independent tax and financial advice before investing in any of our products. It is not intended that anything stated in this website should be construed as an offer or invitation to treat or inducement for you to engage in any investment activity. The information on this website relating to funds managed by Deal Partners Limited is directed at United Kingdom residents only and funds referred to on this website will not be offered to non-residents. Please remember that past performance is no guide to future performance and may not be repeated. The value of investments and the income derived from them may go down as well as up and you may not get back the amount originally invested. Tax rules and regulations are subject to change. An investment into any of our products may only be made on the basis of the information set out in the respective prospectus or product brochure. Any information available is directed only at persons in the UK and is not an offer or invitation to buy or sell shares. Deal Partners Limited is not able to provide advice on investors’ suitability for an investment in any of our products. Opinions expressed on this website represent the views of Deal Partners Limited at the time of publication, these are subject to change, and should not be interpreted as investment advice. Deal Partners Limited has taken all reasonable care to ensure that all the facts stated in this website are true and accurate in all material respects, and that there are no other material facts or opinions which have been omitted where the omission of such would render this website misleading.
Enterprise Investment Schemes
Investments into an EIS must be retained for a minimum of three years in order to retain the upfront income tax relief. Investments made into EIS qualifying companies, because they are in unquoted companies, are likely to be higher risk than securities listed on the main market of the London Stock Exchange. Investments in shares in unquoted companies are not readily marketable and the timing of any share sales and other such realisation cannot be predicted or controlled. A partial withdrawal of an investment in an approved EIS fund is not permitted. Tax rules and regulations are subject to change, and depend on personal circumstances.
If you are an IFA or Financial Advisor please complete the attached form and submit it. We will call you and discuss your requirements and that of your client.