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Deepbridge Capital COO urges advisers to move EIS planning earlier to avoid January tax-return rush

PUBT·08/25/2026 14:23:03
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Deepbridge Capital COO urges advisers to move EIS planning earlier to avoid January tax-return rush
  • Deepbridge Capital COO Andrew Aldridge urged advisers to move Enterprise Investment Scheme planning into summer to avoid the January self-assessment squeeze.
  • He cited EIS3 certificates typically arriving 10-15 weeks after share allotment, supporting earlier income tax relief claims ahead of Jan. 31.
  • Aldridge highlighted carryback flexibility, allowing 30% income tax relief to offset the prior tax year, subject to individual circumstances.
  • He pointed to CGT deferral windows tied to investment timing, urging earlier action to reduce deadline risk for clients with crystallized gains.
  • HMRC data showed GBP 1.58 billion invested via EIS in 2024/25, underscoring continued demand for the tax-advantaged structure.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Deepbridge Capital LLP published the original content used to generate this news brief on August 24, 2026, and is solely responsible for the information contained therein.