Jenson Ventures: Unlocking the Power of EIS Carry-Back Relief – A Strategic Approach to Tax-Efficient Investing
In the complex world of tax-efficient investing, the Enterprise Investment Scheme (EIS) stands out not just for its generous reliefs, but for the remarkable flexibility it offers through its carryback facility. This powerful yet often overlooked mechanism allows investors to time-shift their tax advantages, creating opportunities for strategic tax planning that go well beyond simple year-end tax efficiency.
The Art of Time-Shifted Tax Relief
At its core, carry-back relief embodies sophisticated tax planning. When an investor makes an EIS investment, they gain the ability to apply the 30% income tax relief to either the current tax year or the previous one. This seemingly straightforward choice opens up a world of strategic…
