As we approach Tax Year End we know that this is everyone’s busiest time in the tax efficient space. As advisers you don’t want to miss out on opportunities still available to your clients as part of their balanced portfolio. With that in mind we reached out to our GBI contacts to bring you an exclusive look at opportunities that are still available for deployment by tax year end.
Important please note: GBI Magazine is for professional advisers only. The information presented above is given in good faith and is correct at the time of publication. While these funds have every intention to deploy before the tax-year end, mitigating factors do occur, and they cannot 100% guarantee that this is always possible. Please follow the links to the companies’ websites for full terms and conditions.
Edition EIS
Edition Capital is an established EIS manager with particular expertise in the leisure sector and has a track record of achieving significant upside for previous EIS Investors.
Over the last decade, consumers have been shifting their expenditures from goods to experiences. The trajectory of this growth in spending on experiences is expected to accelerate post-pandemic, with pent-up demand to socialise and c. £160bn saved across UK households. The Bank of England expect a material recovery in household spending as the vaccination program has been rolled out, with GDP projected to recover rapidly towards pre-COVID levels over 2022. Businesses that have survived the pandemic face less competition, more favourable terms with landlords and are well placed to take advantage of the post-recession recovery.
Fund Focus
Edition EIS gives investors access to a broad spectrum of mainly later stage companies operating in the leisure sector, that require scale up capital. Investors can expect to gain exposure to businesses within the Hospitality, Live Entertainment, Digital, Content Creation and Lifestyle & Well-Being sectors. Each investee company will have proof of concept and be looking for growth capital to expand successful operations.
Key Features of Edition EIS Investee Companies:
- Proven business model, with potential to roll out and generate high levels of growth
- Focus on later stage businesses which are profitable and are looking to scale up
- Strong management teams with excellent track records to execute strategy
- Flexible business plans and able to take advantage of changes in consumer demand
Deployment Timeframe
Edition EIS is offering investors full deployment in 2021/2022 with an investment deadline of 1 April 2022. There are various tranche closes, please contact a member of the Edition team for more information.
