Alternative Investments

Broaden your investment horizons beyond typical bond and equity investments. Our expert advisers provide exclusive access to various alternative investments, such as VCTs and EISs, offering diversification, tax benefits, and opportunities to support innovative businesses.

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Achieve your alternative investment goals

Expert advice and access to exclusive opportunities are the first steps towards reaching your alternative investing goals. Holden & Partners specialises in assessing whether these investments such as EISs and VCTs are right for you. These choices can increase tax efficiency, expand your financial portfolio, and provide access to cutting-edge, rapidly expanding companies. You may grow long-term wealth while aligning your financial objectives with your principles in sustainable and ethical investing.

Our Alternative Investment options & services offered

Integrating alternative investments into financial plans
Holden & Partners integrates alternative investments into your financial strategy, adjusting each proposal to meet your specific goals and risk tolerance. By including these investments, we provide investment alternatives that extend beyond traditional assets such as stocks or bonds, offering diversity that can improve portfolio performance. Our comprehensive approach ensures that each investment contributes to your overall financial plan, allowing you to develop a strong, balanced portfolio that can react to market fluctuations.
Expert advice on sustainable & responsible investments
We specialise in sustainable and responsible investing. Whether it’s renewable energy initiatives, sustainable forestry, or creative environmental solutions, our investment team seeks to offer investment opportunities that help to maximise your portfolio in balance with the world around us.
Access to non-listed and tax-structured investment opportunities
Holden & Partners offers clients access to alternative assets not generally available on conventional marketplaces. This includes non-listed possibilities and tax-efficient arrangements like Enterprise Investment Schemes (EISs), which provide substantial tax reliefs. Our investment team undertakes careful due diligence to find high-growth firms in developing industries such as renewable energy and technology. These carefully picked possibilities are intended to maximise financial results by offering both creative growth potential and tax advantages.

What is alternative investment?

Financial assets that don’t fit into the conventional categories of stocks, bonds, or cash are known as alternative investments. These investments have the ability to broaden portfolios and yield higher returns since they frequently show less connection with traditional markets. They are best suited for experienced investors looking to expand existing strategies, though, because they are often more complicated, higher risk, less liquid, and are suitable for longer investment horizons.

Benefits of using an alternative investment specialist

Tax-smart investing
We emphasise the importance of alternative investments, such as Enterprise Investment Schemes (EISs), for maximising financial outcomes and reducing liability, offering income tax relief, capital gains tax deferral, and potential inheritance tax exemptions.
Unlocking growth opportunities
Holden & Partners offers exclusive investment opportunities for clients where appropriate.
Values-aligned investing
Holden & Partners offers alternative investments in clean energy, sustainable forestry, and socially responsible sectors, allowing financial goals to align with societal and environmental causes providing a sense of purpose and innovation.

What are VCTs and EISs?

Venture Capital Trusts (VCTs) are publicly listed companies that invest in small, dynamic businesses, providing growth opportunities for early-stage enterprises. Enterprise Investment Schemes (EISs) involve private investments in high-risk, small UK companies and offer significant tax benefits to investors willing to support these businesses.
Who are VCTs and EISs suitable for?

VCTs and EISs are designed for high-net-worth individuals or sophisticated investors who have a long-term investment horizon and are comfortable taking on high levels of risk in exchange for potential returns.
What are the tax benefits?

Investing in VCTs provides tax-free dividends, exemption from Capital Gains Tax (CGT), and up to 30% income tax relief. EIS investments also offer up to 30% income tax relief, exemption from CGT after three years, and additional loss relief, making them attractive for investors seeking tax-efficient opportunities.
What are the risks?

Both VCTs and EISs are considered speculative and high-risk investments. Their value can fluctuate significantly, and they are generally illiquid, meaning investors may find it challenging to sell their holdings quickly if needed.
How long should I hold these investments?

VCT investments typically require a holding period of 5 to 7 years to maximise their benefits. EIS investments must be held for at least three years to maintain tax advantages, but many investors hold them longer to increase their potential returns.

Get started in three easy steps

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Contact us by phone, email, or online form to book a free consultation. Whether you prefer an in-person meeting or a virtual chat, we’ll start by establishing your requirements and specific goals.

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During the meeting, we will offer straightforward recommendations and discuss how we can help you. We’re here to answer all your questions and provide realistic ideas to help you achieve your financial objectives.

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We provide clear pricing with no hidden surprises. Once we’ve analysed your needs, we’ll deliver a clear, set quotation so you know precisely what to expect before proceeding.

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