Charter and May

Factsheet: Enterprise Investment Scheme (EIS) at a Glance

A quick overview of the Enterprise Investment Scheme (EIS), how it works, the risks and benefits.

EIS is a tax relief scheme created by the UK Government to encourage investment into startups and early-stage businesses.

As an Investor, EIS benefits you by offering potentially significant income tax and capital gains reliefs when you make an investment into an EIS eligible start-up or business.

This simple two-page factsheet explains:

  • What EIS is and how it works
  • Risks and benefits
  • How you could claim up to 30% off your income tax bill
  • How you might be able to defer capital gains – potentially indefinitely
  • The other tax quirks of EIS that set it apart.

Please note: EIS invest in smaller higher-risk companies. They are only suitable for experienced investors or High Net worth Individuals; you should only invest money you can afford to lose. They are illiquid and capital is at risk. Tax rules can change, and benefits depend on circumstances. This free factsheet is not advice or a personal recommendation, it simply explains the main facts, so you can decide for yourself.

Download your free factsheet to find out more:

Factsheet PDF Form

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