Enterprise Investment Schemes (EIS)

What Is An Enterprise Investment Scheme (EIS)?

Simply put, the Enterprise Investment Scheme allows investment into early-stage businesses with high growth potential, and at the same time, receive generous tax reliefs. The scheme was designed by the UK Gov to boost the UK economy by providing funding to businesses

“I will always be on the side of entrepreneurs, innovators, young people inventing the future. Because the biggest lesson I took from my time in California still guides me now. What really matters for economic success – is innovation. If we want our country to succeed, we need to do what we’ve always done and embrace new technologies, and the people and culture that creates them.”

Prime Minister, Rishi Sunak, 2023

Six Reasons Why

You Might Invest In An Enterprise Investment Scheme (EIS)

Growth Potential

By owning shares in early-stage businesses, and receiving tax-free returns at the point of exit.

Income Tax Relief (30%)

30% upfront ICT relief on the amount invested. This can be claimed in the current or the previous tax year. Tip: Watch out for entry fees and deployment timescales.

Capital Gains Deferral

Retrospectively claim back and defer a CGT bill (crystalised within the last 3 years or next 12 months).

Inheritance Tax Relief

The investment is free from IHT should it be held for two years and at the point of death.

Diversification

Venture capital reacts differently in times of market crisis to listed businesses. Read an independent report by Hardman & Co here for more information.

Loss Relief

To help mitigate risk, the government offer loss relief on failed companies within a portfolio. Take a look at our calculator to learn more.

The Modern World of EIS

An exploration into why EIS is more popular than ever, how early-stage companies are performing in the modern day climate and covering the basics of the tax reliefs.

Trigger Points

Investigating the types of clients where EIS is most suitable.

Due Diligence & Research

Understanding the due diligence required by advisers who are recommending EIS to clients.

Peer Review

A live interview with financial advisers who recommend EIS regularly to their client base at the time of recording.

The Modern World of EIS

An exploration into why EIS is more popular than ever, how early-stage companies are performing in the modern day climate and covering the basics of the tax reliefs.

Trigger Points

Investigating the types of clients where EIS is most suitable.

Due Diligence & Research

Understanding the due diligence required by advisers who are recommending EIS to
clients.

Peer Review

A live interview with financial advisers who recommend EIS regularly to their client base at the time of recording.

EIS: Advanced Series

Recommended for advisers who have completed the EIS: The Basics course, who already recommend EIS to clients, or who are confident in their knowledge of tax efficient investments.

Based on attendee feedback, this series is classed as a world leading event according to Net Promoter Scores.

Journey of an Investee Company

Investigating the journey of companies as they grow to the point of exit, and understanding how returns are achieved through an EIS investment.

More than just a tax tool

By analysing findings established in the Hardman & Co report, we discuss how you can add Venture Capital to a clients portfolio without impacting overall risk levels.

Financial Planning Considerations

Understanding the due diligence associated with recommending an EIS, and a closer look at tax planning scenarios.

Peer Review

A live interview with financial advisers who recommend EIS regularly to their client base at the time of recording.

Journey of an Investee Company

Investigating the journey of companies as they grow to the point of exit, and understanding how returns are achieved through an EIS investment.

More than just a tax tool

By analysing findings established in the Hardman & Co report, we discuss how you can add Venture Capital to a clients portfolio without impacting overall risk levels.

Financial Planning Considerations

Understanding the due diligence associated with recommending an EIS, and a closer look at tax planning scenarios.

Peer Review

A live interview with financial advisers who recommend EIS regularly to their client base at the time of recording.

IMPORTANT: The views expressed in both the Eis basics and EIS Advanced broadcasts are the views of the individual and not necessarily of Deepbridge Capital LLP. Figures quoted by the presenter and/or guest may be approximations.  The content of these videos should not be construed as financial advice.  This video is a real-time financial promotion and, as a result, has not been approved as a financial promotion for the purposes of Section 21 of the Financial Services and Markets Act 2000.

RISK WARNING: Any decision to invest should be made only on the basis of the relevant documentation for the investment available in the accompanying company profile. Investments in unquoted companies carry high risks. Capital invested will be at risk and you could lose all of your investment. No established market exists for the trading of shares in private companies, making it difficult to sell shares.

Tax treatment depends on the individual circumstances of each investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status.

Past performance is not a reliable indicator of future performance.

GET UP TO SPEED

All you need to know about Business Relief (BR)

A learning hub for professional advisers wanting to understand how to achieve Business Relief for clients, how it works, and much more.

Keep In The Loop

Register here to receive bespoke educational information including invitations to exclusive Deepbridge events and podcasts. For advisers who are keen to keep their knowledge up to scratch, or those seeking material to share with clients as an additional touch point.