Navigate your way around EIS opportunities wIth help from our expert team
The Enterprise Investment Scheme (EIS) is a UK government initiative aimed at promoting investment in higher-risk companies. EIS offers a range of tax incentives to investors who support eligible businesses. EIS funding is typically sought by startups looking to scale their operations.
Under EIS, a business can raise up to £5 million each year, and a maximum of £12 million over the company’s lifetime.
Key Features of EIS
EIS provides several advantages for investors:
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Income Tax Relief: Investors can claim up to 30% of their investment amount as income tax relief.
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Capital Gains Tax Exemption: Similar to SEIS, EIS offers CGT exemption on gains from EIS shares, assuming certain conditions are met.
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Loss Relief: In the event of business failure, investors can offset losses against other taxable income, reducing potential losses.
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Carry-Back: Just like SEIS, EIS investments can be carried back to the previous tax year.
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Investments: These can be made from £1000 to £1 million within any one tax year. £2 million can be invested if £1 million is invested in a knowledge intensive company (KIC)
Explore the potential of EIS
See how potential tax reliefs could affect an investment-for you or your clients.
Understand the benefits
A simple overview of the main EIS tax reliefs.
Explore the figures
Illustrate potential outcomes based on your inputs.
Support client conversations
Make EIS easier to explain with a practical tool.
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EIS Tax Calculator
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Estimated Performance: EIS V STANDARD INVESTMENT
| Data | EIS | Standard |
|---|---|---|
| Total Investment | £0.00 | £0.00 |
| Proposed return percentage | 0% | 0% |
| Tax rate | 0% | 0% |
| Income tax OFFSET | £0.00 | £0.00 |
| Loss relief insurance | £0.00 | £0.00 |
| Total level of risk | £0.00 | £0.00 |
| Percentage of risk against investment | 0% | 0% |
| Proposed return | £0.00 | £0.00 |
| Gain achieved | £0.00 | £0.00 |
| Capital gain bill | £0.00 | £0.00 |
| Total ROI after tax | £0.00 | £0.00 |
PLEASE NOTE: This calculator provides a rough guide and makes some asumptions, it does not replace professional advice. Taxation offsets can change throughout the lifetime of an investment. Investors are encouraged to seek advice from a qualified professional before making any investment. To understand more about these types of investments and how they can benefit you please contact your accountant or click here to learn more.
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