Unveiling the Key Benefits of EIS for Inheritance Tax Planning

The pension landscape is set to change. From April 2027, unused pension funds will be included in a deceased’s estate for IHT, making them taxable. Even after IHT is paid, beneficiaries inheriting pensions face further taxation - as a result, higher rate taxpayers could see up to 45% in income tax on withdrawals. As a result, Financial Advisers are increasingly turning to tax-efficient schemes like EIS to help their clients.

In this exclusive interview, Ewoud Karelse, Evelyn Partners and Kealan Doyle, CEO & Co-Founder at Symvan Capital, discuss how EIS could increasingly be used as a vital IHT mitigation tool following changes in the Autumn Budget. 

Watch the 8 minute video here. 

Ewoud Karelse, Specialist-Product at Evelyn Partners, started his career in financial services with Allenbridge in 2000 and joined Towry Law in 2008 before joining Tilney in 2016, and Evelyn Partners in 2022. Ewoud is responsible for the research and selection of Venture Capital Trusts; (Seed) Enterprise Investment Schemes; Business Relief for Inheritance Tax Planning (AIM and non-AIM), and Social Investment Tax Relief products. He is also well versed in the use of Business Investment Relief for International clients.

Kealan Doyle is CEO and co-founder of Symvan Capital. He has worked with venture capital companies for over 15 years, both in a corporate finance advisory capacity as well as a fund manager. Before his involvement in venture capital investing, Kealan previously lead a structured equity products team at HSBC, and has worked at Deutsche Bank, Merrill Lynch and UBS. Kealan holds degrees from the London School of Economics and the University of Toronto.

Disclaimer

Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments.  Your capital is at risk. Past performance is not a reliable indicator of future performance.  Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.