Diverse portfolio of EIS eligible start-ups – deploying in the 2023/24 tax year
Proven EIS Fund Manager
- Established in 2012 with our first SEIS Fund.
- Follow-on EIS Fund with investment into 32 companies since 2015.
- Successful track record with first EIS exit in 2021 providing returns across fives funds with an average 3 x return.
- Planned deployment within the current tax year to allow “carry-back” for investments in current tranche.*
- Preview of investment opportunities available upon request.
- Diverse investment portfolio with 30% income tax relief available.
Tax Reliefs Available
Tax relief depends on an individuals circumstances and is liable to change.
Income Tax Relief
Capital Gains Tax (CGT) Reliefs
Discover Our Funds
Our Enterprise Investment Scheme (EIS) Fund
- Investment goal: Growth
- Invests in: Tech enabled businesses across all sectors
- Minimum subscription: £10,000
- Target portfolio size: 5-10 companies
- Deployment: 2 tranches per tax year
- Target return: £3 per £1 invested
- Tax relief available: EIS (income tax relief 30%, capital gains tax relief, loss relief)