OnePlanetCapital EIS Suitability Report Generator

Designed for financial advisers, this tool helps you quickly articulate the tax benefits and strategic alignment of the OnePlanetCapital Climate Change EIS Fund. Simply input your client’s details and investment drivers below to instantly generate a comprehensive, personalised PDF report framework.

Suitability Report Generator | OnePlanetCapital EIS

EIS Suitability Report Generator

Complete the sections below to generate a tailored suitability report for the OnePlanetCapital Climate Change EIS Fund.

1 Client & Adviser Information

Adviser Name

Advisory Firm Name

Client Name

Proposed Investment Amount (£)

Client Income Tax Band

Capital Gain Amount to Defer (£)

Applicable CGT Rate

2 Reasons for Recommending EIS

Income Tax Relief (30%) CGT Deferral IHT Relief (BPR) Targeting High Capital Growth

3 Reasons for Recommending OnePlanetCapital

Focus on Climate Change sector Importance of Environmental Impact Competitive Charging Speed of Deployment Portfolio Diversification

OnePlanetCapital EIS Suitability Report Generator

EIS Suitability Report Generator

1 Client & Adviser Information

2 Reasons for Recommending EIS

3 Reasons for Recommending OnePlanetCapital

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Risk warning for non-readily realisable securities

What are the key risks?