THE OXFORD CAPITAL GROWTH EIS
The Growth EIS aims to back ambitious entrepreneurs who are building companies in sectors where the UK leads the world. Ecommerce, fintech, mobility, digital health and artificial intelligence are all current areas of interest.
Portfolios are managed by our investment team, who have more than 50 years of Venture Capital experience.
Before your client decides to invest, please view the Key Information Document and download our Information Memorandum
Your clients' subscription will be invested into unquoted companies in a series of separate transactions, usually over a period of 12-18 months.
They will typically acquire shares in 8-12 companies.
Please read the tax reliefs and risks information below before downloading an Information Memorandum.
£25,000 minimum subscription.
The Oxford Capital Growth EIS is classified by the European Union as a ‘Packaged Retail and Insurance-based Investment Product’ or ‘PRIIP’. As such, we are required to produce a Key Information Document (KID), which explains certain aspects of the investment. KIDs are written in a format prescribed by the PRIIPs Regulation, to make it easier for you to compare the Oxford Capital Growth EIS with the KIDs produced for other PRIIPs.
You can view the KID here.
Income Tax relief equal to 30% of the amount invested into qualifying shares.
No Capital Gains Tax to pay on exit, provided your client has held the shares held for at least three years.
Your client can defer Capital gains from other assets using their EIS investment, and their CGT liability could be eliminated if they hold the EIS on death.
100% Inheritance Tax relief, provided your client owns the shares for at least two years and still owns them on death.
Investing in small companies carries significant risks, and your client should not invest in the Growth EIS unless they can afford to lose some or all of their investment.
Shares in unquoted companies are illiquid. This means your client cannot withdraw their investment. Your client will only receive proceeds if the underlying companies are successfully sold. Not all companies will be sold for a profit.
Tax advantages are summarised based on current legislation, depend on your clients' personal circumstances and are subject to change.
Investment should only be made once your clients have read the full Information Memorandum, particularly the sections which cover risks and charges.