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.
Investments are managed by our investment team, who have more than 50 years of Venture Capital experience.
Before you decide to invest, please view the Key Information Document and download our Information Memorandum
Your subscription will be invested into unquoted companies in a series of separate transactions, usually over a period of 12-18 months.
You 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 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 shares held for at least three years.
Capital gains from other assets can be deferred using your EIS investment, and could be eliminated if you hold the EIS on death.
100% Inheritance Tax relief, provided you own the shares for at least two years and still own them on death.
Investing in small companies carries significant risks, and you should not invest in the Growth EIS unless you can afford to lose some or all of your investment.
Shares in unquoted companies are illiquid. This means you cannot withdraw your investment. You 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 personal circumstances and are subject to change.
Investment should only be made once you have read the full Information Memorandum, particularly the sections which cover risks and charges.