 | Risk Warning: Investments should only be made after you have read the full Information Memorandum. Unquoted securities carry more risks, maybe illiquid, you may have difficulties selling and you could loose your original investment. Tax benefits may be subject to change in the future; they will depend on the individual circumstances and on the qualifying conditions. Investments are required to be held for minimum periods. Investors should seek professional advice before investing. |
Catalyst Investment Group and Stargate Capital are delighted to launch the Catalyst Stargate EIS Green Fund (the “Fund”). The Fund will invest in companies whose activities are compatible with sustainable development, while providing investors with an impressive range of tax reliefs.
The Fund intends to target Green companies that provide solutions in the following areas:
• Renewable energy and energy efficiency
• Sustainable living and consumption
• Waste management and recycling technologies
• Water treatment and preservation
• Environmental services
The Fund has a minimum subscription of £2000 and provides the following tax benefits for investors:
The tax benefits!
The Catalyst Stargate EIS Green Fund (minimum subscription £2000) provides an impressive range
of tax relief for investors:
Income Tax Relief: reduces income tax liability by an amount equal to 20% of the amount
invested (after costs).
Capital Gains Tax (“CGT”) Deferral Relief: unlimited deferral of CGT arising on the
disposal of any asset from the previous 3 years or 12 months following an Investment.
Capital Gains Tax Freedom: no CGT payable on disposal of shares after 3 years.
Loss Relief: if EIS shares are disposed of at any time at a loss, such loss can be set against
the investor’s capital gains or income in the year of disposal.
Inheritance Tax Exemption: EIS investments are exempt from Inheritance Tax after 2
years of holding such investment.
The Closing date for this offer will be 5th April 2008
Download the Information Memorandum here
Download the Promotional Flyer here
Application Questionnaire
Administrator’s Terms of Business
Download Individuals Application form here (site registration required)
Download Trustee Application form here (site registration required)
You can request a printed copy of the brochure here
