EIS

Enterprise Investment Scheme (“EIS”) is a Government scheme that provides a range of tax reliefs for investors who subscribe for qualifying shares in qualifying companies.

EIS is designed for companies to raise money to help grow their business. It does this by offering tax reliefs to individual investors who buy new shares in their company.

Under EIS, a company can raise up to £5 million each year, and a maximum of £12 million in the company’s lifetime. This also includes amounts received from other venture capital schemes. Your company must receive investment under a venture capital scheme within 7 years of the first commercial sale.

You will benefit from...

Early Stage Investments

Gain access to investments in early-stage companies.

Income Tax Relief

30% income tax relief can be claimed, provided the investment is held for a minimum of three years.

Inheritance Tax Relief

Potential for 100% relief on inheritance tax (available after you’ve held the investment for two years and provided shares are still held at time of your death).

Capital Gain Defferal

The opportunity to defer a capital gain and eliminate it entirely if your EIS shares are still held at death.

Products

We offer a range of personalised services to allow you to invest across a range of products including shares, investment trusts, unit trusts, corporate and government bonds.


Registered Office: 

Salisbury House, London Wall, 

London, EC2M 5QQ. 

 

First Equity Limited is a member of the London Stock Exchange. Authorised and regulated by the Financial Conduct Authority
(FCA No. 124394)

 

Registered in England and Wales, No 2019652

Copyright © First Equity Limited 2017. All rights reserved.

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