Grendon Underwood - Swan Pub Community Share Offer

by Ian Arnold in Grendon Underwood, England, United Kingdom

Grendon Underwood - Swan Pub Community Share Offer
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We are selling community shares so that 'The Swan' pub can be bought & restored to provide a multi‐purpose community hub

by Ian Arnold in Grendon Underwood, England, United Kingdom

SITR Advance Assurance granted!

NEWS JUST IN - TAX RELIEF AVAILABLE

The Society has now received Advanced Assurance from HMRC that investments in the Share Offer are eligible for Social Investment Tax Relief (SITR), for qualifying investors.  This means that, subject to meeting the qualifying criteria, investors can reclaim 30% of their investment in shares (limited to £250,000 of overall relief).  

NOTE: The Society is not responsible for claiming SITR on behalf of investors - this is done by the investor following a qualifying period and is subject to HMRC rules. Speak to an independent advisor if you require professional advice relating to investing and SITR.

Official information regarding SITR available here https://www.gov.uk/government/publications/social-investment-tax-relief-factsheet/social-investment-tax-relief


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Levels of Investment

£1,000 or more

Share Purchase (£1000 or more)

Each share costs £25 and the investor will receive a share certificate for a minimum of 40 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£100 or more

SHARE Purchase (£100 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 4 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£250 or more

SHARE Purchase (£250 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 10 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£500 or more

SHARE Purchase (£500 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 20 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£750 or more

Gold DONOR (£750+)

This is a one-off DONATION to the Society that will be used to help purchase the Swan Pub, but is not a share purchase. Subject to your permission, your name will be listed on the pub's website as a Swan Donor for four consecutive quarters.

£2,000 or more

SHARE Purchase (£2000 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 80 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£5,000 or more

SHARE Purchase (£5000 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 200 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£10,000 or more

SHARE Purchase (£10,000 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 400 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£15,000 or more

SHARE Purchase (£15,000 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 600 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

£20,000 or more

SHARE Purchase (£20,000 or more)

Each SHARE costs £25 and the investor will receive a share certificate for a minimum of 800 x £25 shares and voting rights in the Society. The maximum number of £25 shares that can be purchased by an individual is 4000.

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