Your St. James’s Place Partner will be able to advise you on which of our panel providers you would need to be referred to, given your particular circumstances for further advice in this area.
Investments made into BR qualifying schemes are intended for those willing to take a high risk with their capital and will not be suitable for most investors.
Please be aware that Enterprise Investment Schemes are only suitable for sophisticated investors willing to take a high risk with their capital as there is a risk that an investor may lose some or all of their capital if the company invested in fails.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. Tax relief may also apply retrospectively.
*Trusts are not regulated by the Financial Conduct Authority.