WHO ARE WE?
Fund Managers Stargate Capital are currently running the Trapezia Fund (focusing on high growth companies in which women have an influencing role) which has raised £4.5 million. Corporate Advisers Catalyst Investment Group has established itself as a provider of innovative investment solutions in raising essential seed capital for young, high growth companies.
THE TEAM
Together, we share an investment philosophy (keeping matters plain, simple and straightforward), meaning our skills blend seamlessly, to offer our respective deal flow and expertise to anyone considering investing in an EIS. ‘TAX BENEFITS’? WHAT ‘TAX BENEFITS’?
The Catalyst/Stargate EIS Growth Fund 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.
- Capital Gains Tax Deferral Relief : unlimited deferral of Capital Gains Tax arising on the disposal of any asset from the previous 3 years and 12 months following an Investment.
- Capital Gains Tax Freedom : no Capital Gains Tax 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.
AN EIS FUND? WHAT’S AN EIS FUND?
EIS are the initials for Enterprise Investment Scheme, a Government incentive initiative to encourage investment in small, unquoted business which offers various tax benefits in return.
WHY ‘SMALLER COMPANIES’?
Reputable long-term tracking studies reveal that small-cap equities have outperformed large-caps. And very low-caps perform best of all. SO WHAT’S THE ADVANTAGE OF A ‘GROWTH FUND’?
Twofold. The Catalyst Stargate EIS Growth Fund aims to invest in a diverse range of EIS qualifying companies (a) to spread risk and (b) allow investors to take advantage of EIS tax benefits.
RISK WARNING : You should not invest unless you have read and fully understood the EIS share prospectus; are aware of the risks involved; are prepared to hold for the long term and can afford to risk making a loss. In some circumstances unquoted (including AIM, Ofex) shares may be considered illiquid and you have difficulty in selling these investments at a reasonable price, if at all. You should carefully consider whether such investments are suitable for you. Should you have any doubts about the suitability of this investment please consult with a professional adviser in accordance with Financial Services and Markets Act 2000. This information does not constitute or form part of any offer for sale or subscription to or solicitation to buy or subscribe for any securities or investment products.
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