Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment. Take 2 mins to learn more.

OXFORD CAPITAL
BUsiness relief

Helping investors hold onto more wealth

What is the Enterprise Investment Scheme?

The Enterprise Investment Scheme (EIS) was first introduced by the UK Government in 1994 to encourage investment in to early-stage businesses. We have championed the scheme for over 20 years and have pioneered fund investing via EIS.

While EIS qualifying businesses are high risk, for those investors comfortable taking on this risk, the tax reliefs (such as 30% income tax relief) are an incentive to invest.

INVESTING IN THE OXFORD CAPITAL GROWTH EIS

The Oxford Capital Growth EIS enables investors to build a portfolio of shares in early-stage UK technology companies that have the potential for rapid value growth with the benefit of potential EIS tax reliefs.

It invests in sectors such as fintech, digital health, and AI & machine learning.

What is the Business Relief?

Business Relief (BR) allows shares in qualifying investments to be passed on to a beneficiary without any liability to Inheritance Tax (IHT), provided the shares have been held for at least two years, and continue to be held, upon the death of the investor.

BUSiness relief through the enterprise investment scheme (eis)

EIS shares qualify for Business Relief, meaning an investor’s EIS portfolio falls outside of their estate for IHT purposes after the underlying shares have been help for a minimum of two years, and continue to be held at the date of death. This can reduce the amount of IHT payable on the inherited asset by 40%

BENEFITS OF AN EIS INVESTMENT

Traditional investment products that focus on IHT liability reduction typically take 7 years to be exempt from IHT. EIS, with BR qualification reduces this to two years. In addition, should we exit a company and return capital and growth back to an investor, it is possible to maintain that IHT efficiency by taking advantage of Replacement Relief, which means you can roll the investment in to a new, EIS qualifying company, and immediately have the value fall outside of your estate, without having to wait for the two year holding period to elapse.

£25,000 minimum
subscription

Discretionary
portfolio of 8-12
companies

12-18 months
deployment

2.5x target
returns

Evergreen
(always open for investment)

EIS tax
advantages

Aim to exit most
investments within
5-7 years

DELIVERING STRONG RETURNS

0 % - IRR*

7 years of strong performance

0 x DEEP

tech exits

multiple on invested capital

£ bn

of EV across portfolio

*Data for 7 years to 5.10.2022 (since inception). Current valuation as at 5.10.22. Multiple shows gross performance and does not include the effect of commissions, fees or other charges. Past performance is not a reliable indicator of future results.

Our Portfolio

Hear From Our founders

BROWSE OUR GUIDES

What is the EIS?

Growth EIS for Beginners

A guide to EIS Investments

What are the rules of EIS invesments?

SPEAK TO A MEMBER
OF OUR TEAM

CALL +44 (0)1865 860 760

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Throughout the financial year immediately preceding the date of this request, I have had an annual income to the value of at least £100,000 OR I have held net assets to the value of £250,000 or more (exclusions in determining values apply).

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In the past two years, I have been a member of a network or syndicate of business angels for at least six months, I have made two or more investments in an unlisted company, I am working, or have worked in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises, or I am currently, or have been a director of a company with an annual turnover of at least £1 million.

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OXFORD CAPITALBUsiness relief

What is the Enterprise Investment Scheme?

INVESTING IN THE OXFORD CAPITAL GROWTH EIS

What is the Business Relief?

BUSiness relief through the enterprise investment scheme (eis)

BENEFITS OF AN EIS INVESTMENT

£25,000 minimum subscription

Discretionary portfolio of 8-12 companies

12-18 months deployment

2.5x target returns

Evergreen (always open for investment)

EIS tax advantages

Aim to exit most investments within 5-7 years