> Pre-IPO Opportunities – Pre-initial Public Offering
> IPO Opportunities
> The Enterprise Investment Scheme (EIS)
Pre-IPO Opportunities – Pre-initial Public Offering
Bridge Hall is able to give clients the opportunity to invest in companies that intend to list (IPO) on the Market(s) in the near future. These are companies that are independently valued and are in contact with potential PMA’s (PLUS Markets Advisors) or AIM Nomads (Nominated Advisors) with a view to the PMA or AIM Nomad doing the listing on the market(s).
The idea behind a pre-IPO is for clients to be able to enjoy some of the potential uplift to the eventual listing price on the market, which is usually only available to those close to the companies, or Institutional Investors. By issuing an Offer for Subscription for shares the funds raised are always for the benefit of the company and are used to help see the business plan through to the next stage of the development of the company which would ideally put them into the correct position for the listing.
To receive further information about our pre-IPO offers please send your requests to offers@bridgehall.co.uk
Over the past 12 months Bridge Hall have raised several million pounds for companies prior to their flotation, if you believe that your company could benefit from both an injection of pre IPO money and new shareholders, please contact us at corporatefinance@bridgehall.co.uk
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IPO Opportunities
From time to time Bridge Hall is able to tell clients about companies that are new to the market and are about to list or have just listed. As new IPO’s (Initial Public Offerings) these companies are still relatively unknown and could present good investment opportunities.
Only suitably qualified clients would be made aware of these situations, if you would like to speak to one of our qualified stockbrokers regarding this, please contact us on 0845 130 7712, or offers@bridgehall.co.uk
The Enterprise Investment Scheme (EIS)
The following is a brief summary only; investors are strongly recommended to seek professional advice.
The Enterprise Investment Scheme ("EIS") is a government scheme that was introduced in 2004 in order to boost private investment into unquoted companies. The scheme provides a range of tax reliefs for eligible investors who subscribe for eligible shares in qualifying companies.
The tax benefits can be summarised as follows:
- Income Tax Relief of up to 20% on £500,000 invested, provided shares are held for no less than 3 years, meaning 1000,000 for a couple.
- 100% Inheritance Tax Relief after holding qualifying companies for two years; and loss relief on failed investments. (Loss relief on the remaining 80% after income tax relief on any failed investment within the fund which can be offset against income or gains at up to 40% gives further tax relief at an effective rate of 32% of the original investment (i.e. 80% x 40% = 32%).
- Unlimited Capital Gains Tax deferral
- Capital Gains Tax exemption after 3 years
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EIS is now one of the only means of deferring CGT (Capital Gains Tax liabilities)
The Chancellors Budget statement on 12 March announced changes to the Enterprise Investment Scheme (“EIS”) for April 6th 2008. The main benefit to investors is the annual investment limit for which income tax relief can be claimed has risen from £400,000 to £500,000 per annum, commencing with the 2008/09 tax year.