High-yield Investment Funds, Investment Trusts, and Tax Planning

Invest Northern Counties’ bespoke client solutions identify HMRC-approved high-yield investment funds, high-yield investment trusts, and tax planning that produce, on average, a 37% ROI.

Working with individuals, corporate and financial advisors, we are primarily focused on high-return industries such as property, film and TV, and have a growing interest in ethical investment opportunities.

Advanced Assurance

All Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) initiatives overseen by Invest Northern Counties have been through the advance assurance application process. This facility allows companies to submit details of their schemes, including structure and activities, prior to issuing shares.

Advance assurance approval affords investors peace of mind that HMRC has indicated, prior to the share issue, that the scheme meets the qualifying conditions for relief and that the project is on the department’s radar for the second stage, filing the EIS1/SEIS1 forms.

Bespoke Planning

Invest Northern Counties provides bespoke planning to select high net worth individuals and strategic investors. Rather than working with hundreds of investors, Invest Northern Counties carefully grows its clientele based on shared values and a strong professional rapport. To those we deliver quality, unbiased, independent solutions.

The Invest Northern Counties client boasts a net worth between £2.5 million and £20 million. They have a passion for bespoke investments and the many tax benefits they carry. Investors are typically willing to expose between 7-15% of their portfolio to higher-risk opportunities in order to gain the greatest yields.

Business Premises Renovation Allowance

Business Premises Renovation Allowance (BPRA) offers incentives to investors who use derelict or unused business properties, including a tax allowance for 100% of the amount you invest when you either convert or renovate property that has been unused for at least a year. Invest Northern Counties will advise clients on the expenditure that qualifies for relief.

Enterprise Investment Scheme

The HMRC’s Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) initiatives offer some of the United Kingdom’s most attractive tax incentives, including 30% income tax relief and no capital gains tax on any profits you make from the investment.

To access the EIS or SEIS, investors must purchase shares in small, unlisted companies. This is typically riskier than buying shares in listed corporate giants; on the flipside, it’s the smaller operations that are more likely to double, treble or even quadruple your investment.

Tax Advice

Different investments receive different treatment according to current taxation, legislation and HM Revenue & Customs practice, which are subject to change without notice.

Earning over £150,000 a year? With income tax now at 45% it’s important to mitigate tax where possible.

No two high net worth individuals’ income, assets and tax liabilities are the same, making it essential that investors’ seek expert advice like that offered by Invest Northern Counties.

Venture Capital Trusts

Venture capital trusts (VCTs) are London Stock Exchange listed companies that invest in unlisted organisations. The tax efficient, close-ended investment scheme was established to provide capital gains for investors and private equity capital for typically small enterprises.

HMRC offers generous tax benefits to VCT investors, including tax relief up to 30%, and profits are generally paid as tax-free dividends. While VCTs are high risk, as smaller companies have a higher incidence of failure, the returns came be substantial.

Inheritance Tax Mitigation

While the only thing certain in life is death and taxes, Invest Northern Counties has the knowledge to help high net worth investors mitigate potential inheritance liability.

We advise clients on regulations regarding annual gifts and contributions, establishing trusts, excess income, as well as investing in portfolios of EIS or qualifying Alternative Investment Market (AIM) shares, which are exempt from an estate once they’ve been held for two years under Business Property Relief.

Please note: Invest Northern Counties will never recommend ‘grey area’ loopholes when it comes to inheritance tax mitigation.

What can we do for you?

Are you a high net worth individual or strategic investor? Contact Invest Northern Counties to learn more about our investment opportunities.