How long should clients expect to hold the Blackfinch Ventures EIS Portfolios?
The Blackfinch Ventures EIS Portfolios are designed as long-term investments. The target holding period is four to seven years, although this may be longer depending on when the underlying companies reach a suitable exit opportunity.
To retain the available upfront Income Tax relief, EIS shares must be held for a minimum of three years from the date they are issued.
The Annual Management Charge is only applied for the first four years of the investment, regardless of when the portfolio exits.
To retain the available upfront Income Tax relief, EIS shares must be held for a minimum of three years from the date they are issued.
The Annual Management Charge is only applied for the first four years of the investment, regardless of when the portfolio exits.