Westbrooke Associates – A Profile

With over 200 years of combined professional investment experience and offices in Gibraltar and the UK, our due diligence generates innovative investment insights ready for you to back the businesses you believe in.

By classifying the least change-sensitive sectors within the economic cycle and identifying disruptive companies set to make a global impact, Westbrooke Associates supports diversification and helps you capture attractive returns.

Driving investment to scale and meet demand, Westbrooke Associates uncovers exciting corporate equity opportunities in lifestyle, the environment, sustainability and financial and technology platforms.

Streamlining the entire investment process, our experienced agents provide you with all the information you need to make informed investment decisions and match your investment criteria. When you access and invest in early growth stage start-ups and established companies through Westbrooke Associates you can expect strong financial plans leading to long-term growth.
Targeting relevant investments for today’s marketplace, you can also expect:

  • Informed investment experience
  • Cost-effective and secure transactions
  • Clear and transparent pricing structure
  • Minimal initial or annual charges
  • Pre-qualifying investments
  • A wide range of tax relief options
  • Due diligence from expert analysts
  • Guidance surrounding the entire process

Supporting and driving investment into innovative British enterprise, Westbrooke Associates offers investment opportunities under both the UK Government Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS). This provides qualifying investors with a significant number of advantageous tax reliefs.

The EIS tax reliefs include:

  • Claiming up to 30% income tax relief on investments up to £1 million per tax year
  • Claiming against the current or previous tax year
  • No Capital Gains Tax (if you dispose of the shares after three years)
  • Capital Gains Tax Deferral on existing liabilities (on outstanding or those due within three years)
  • Shares are exempt from Inheritance Tax (after two years)
  • Tax relief if any losses are incurred (on share disposal) at your current, personal tax rate

The SEIS tax reliefs include:

  • Up to 50% income tax relief on investments up to £100,000 per tax year.
  • If the shares are disposed of at a loss, you can set this against income tax for that year or the previous year.
  • Any gain is Capital Gains Tax (CGT) free if the investment is held for at least three years.
  • 50% of Capital Gains are exempt from CGT when re-invested in a SEIS-qualifying company.

Offering the opportunity to invest in emerging global markets with already established proven track records, each investment opportunity Westbrooke Associates promotes has the potential to attain significant market capitalisation.

Our EIS and SEIS investments include:

  • Vertical farming
  • FinTech
  • Connecting angel investors with start-ups
  • Food and beverage

These sound, government-backed, pioneering investment opportunities with potential exit routes, national press exposure, celebrity endorsement and established lucrative partnerships represent cutting-edge, sustainable breakthrough brands.

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Key Facts:

Opportunities:
Opportunities available across the UK
Business Type:
Business Opportunity
Minimum Investment:
£0
Training Provided:
Yes
Home-based:
No
Part time:
No
Tags:
Funding Support:
Yes
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