Useful Notes
Advice
Although Deepbridge can transact business directly with clients, it is always recommended that clients consult their own independent financial and tax advisers regarding their particular circumstances.
Experience
It is important to understand who is managing your EIS on your behalf. Although returns cannot be guaranteed and past performance is not a reliable indicator of future performance, understanding who will be looking after your investment and overseeing the investee companies can provide reassurance that your money is in the most appropriate care.
Eligibility
Deepbridge EIS propositions are designed for UK taxpaying individuals who are seeking an attractive, longer-term investment opportunity and have an income tax liability, have large capital gains to defer or have an IHT liability.
Limits
Deepbridge only accepts individual investments in excess of £10,000. For EIS investments income tax relief may only be claimed up to a maximum individual investment of £2m per tax year, subject to at least £1m being invested in Knowledge Intensive Companies. For SEIS investments, income tax relief may only be claimed up to a maximum investment of £100,000 per tax year.
Own business investment: Individuals cannot claim Income tax relief on an investment if they are employed by the company or any subsidiary – except as a director in some cases or hold a total of more than 30% of the company’s shares, rights to assets if the company is wound-up or voting rights.
Investment structure: EIS investors buy shares directly in the investee companies rather than owning units in a traditional fund structure.
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EIS: The Basics – On Demand
Our industry leading educational programme covers the basics on what you need to know to recommend an EIS.
If you’ve never recommended an EIS before, we suggest you start with episode 1.
Click the image below to sign up and access the video instantly, free of charge.
EPISODE 1
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.
45 mins
EPISODE 2
Trigger Points
Investigating the types of clients where EIS is most suitable.
45 mins
EPISODE 3
Due Diligence & Research
Understanding the due diligence required by advisers who are recommending EIS to clients.
45 mins
EIS: Advanced – On Demand
This is recommended for advisers who have completed the EIS—The Basics course, who already recommend EIS, or who are confident in tax-efficient investments.
Click the image below to sign up and access the video instantly, free of charge.
EPISODE 1
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.
45 mins
EPISODE 2
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.
45 minutes
EPISODE 3
Financial Planning Considerations
Understanding the due diligence associated with recommending an EIS, and a closer look at tax planning scenarios.
45 minutes
IMPORTANT: The views expressed in these webinars 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.
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