Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS

Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS
Enterprise Investment Scheme

Enterprise Investment Schemes invest in smaller companies.

The UK government introduced the Enterprise Investment Scheme (EIS) in 1994 to encourage investment in smaller companies.

CHERWELL FINANCIAL SERVICES
WILL PROVIDE YOU WITH ADVICE
SPECIFIC TO YOUR CIRCUMSTANCES

What is the Enterprise Investment Scheme?

Because of the additional risks of investing in smaller companies compared to larger ones, an EIS investment comes with a number of valuable tax benefits. These include relief from income tax, inheritance tax and capital gains tax. In addition, any losses can be offset against earnings and capital gains, which is known as ‘loss relief’.

Benefits of investing in an EIS

  • Access to investments in early-stage companies
  • Up to 30% income tax relief, provided investment is held for a minimum of three years
  • Potential for 100% relief on inheritance tax (available after holding investment for two years and provided shares are still held at time of death)
  • Opportunity to defer a capital gain and eliminate it entirely if EIS shares are held at death

Cherwell Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Office Ground Floor, Unit 15 Somerville Court, Trinity Way, Banbury Business Park, Adderbury, Oxfordshire, OX17 3SN.

Registered in England. No. 08566532

©Cherwell 2018