Tax Incentivised Investments

TAX INCENTIVISED INVESTMENTS
  17/18 18/19
Individual Savings Account (ISA) £20,000 £20,000
Lifetime ISA £4,000 £4,000
Help to Buy ISA £1,000 initial and £200 per month
Junior ISA and Child Trust Fund £4,128 £4,260
Venture Capital Trust (VCT) at 30% £200,000 £200,000
Enterprise Investment Scheme (EIS) at 30% £1,000,000 £2,000,000*
EIS eligible for CGT deferral relief No limit No limit
Seed Enterprise Investment Scheme (SEIS) at 50% £100,000 £100,000
SEIS CGT reinvestment relief 50% 50%
*Above £1,000,000 must be in knowledge-intensive companies.

 

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ICAEW The Chartered Institute of Taxation ACCA IPG IR