News

Martin Churchill, editor of the Tax Efficient Review, recommends Calculus Capital for EIS funds. To see the article click here (Requires a Financial Times Online subscription)

Calculus Capital was featured in Citywire for its 480% return from the disposal of its stake in Scancell Holdings To see the article click here

‘The lack of bank lending has encouraged Calculus Capital to launch its latest EIS fund three months earlier than planned. Its EIS 14 fund was made available to investors on 2 July, with company chairman Susan McDonald saying: “In over a decade of managing EIS funds we’ve never seen so much investor interest, nor have … Continued

EIS – the patriotic way to reduce tax bills Susan McDonald, chairman of Calculus Capital, said: For many investors Enterprise Investment Schemes (EIS) – as with VCTs – have always held attractions from a tax perspective, but were considered too risky. “Changes announced in last week’s Budget – allowing investment in larger companies – will … Continued

Calculus Capital was featured in The Sunday Times. Susan McDonald at Calculus Capital, an EIS provider, said “You are able to defer CGT liability and such deferral is unlimited, meaning you can avoid the 28% charge. If held until death, the CGHT gain will never be taxed and the proceeds will pass into the deceased’s … Continued

Susan McDonald, Chairman, Calculus Capital was quoted in the FT Adviser. ‘Ms McDonald, chairman of Calculus, said the quality of companies seeking EIS funding is the highest it has been for years, largely because smaller businesses are finding it difficult to secure funding from banks. There are many good companies that are already profitable or … Continued

Susan McDonald, the chairman of Calculus Capital, was quoted in The Daily Telegraph: “EIS funds are an obvious choice for those paying 40% or more income tax; furthermore EIS investment is not subject to CGT and IHT. Since the amount that can be invested tax efficiently in a pension wrapper each year has been slashed (from £255,000 … Continued

‘Susan McDonald, Chairman of EIS manager Calculus Capital, says the squeeze on bank lending means more quality companies are turning to enterprise investors as a potential source of finance.’

‘We’ve been managing EIS funds for 13 years, but now is the real sweet-spot for EIS investment, according to Susan McDonald, chairman of EIS specialist Calculus Capital.’

‘Susan McDonald, chairman of Calculus Capital, an EIS specialist, adds government changes to the EIS outlined in the March Budget, such as raising investment limits will help lower risk and make it a more mainstream investment vehicle’ See the original article here.