The Oxford Gateway Funds
We are pleased to offer two investment structures to suit your particular investment and tax planning objectives. Both are based on the same core investment capability which we have refined over the past 10 years.
The Oxford Gateway EIS Fund No.5
A fund suited to investors looking to access an investment programme with a range of flexible EIS tax planning advantages. The fund will be invested over two years offering a diversified spread of companies and allowing forward tax planning. This fund was recently rated 1st out of 5 comparable offerings in Martin Churchill’s Tax Efficient Review (Issue 60).
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The Oxford Gateway Protected IHT Portfolio
A lifetime capital growth fund best suited for investors who are looking to shelter inheritance tax and for estate planning. This portfolio offers 100% IHT relief on the underlying investments once they have been held for 2 years and capital protection via life assurance.
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