The 2022 Growth Investor Awards took place recently, with a gala dinner and awards ceremony to recognise the best of the growth investing community. The winners received their awards in front of 450 guests from across the alternative investments industry. This yearâs awards were hosted once again by TV and radio star Claudia Winkleman, alongside…
By David Mott, Founder Partner, Oxford Capital As we reflect on 2022, itâs been another year of challenges in the broader economy and within our own sector. While many early-stage companies have continued to experience significant growth, valuations have been impacted and founders are facing multiple challenges. The current landscape for early-stage companies According to…
The recent autumn statement announcement included significant tax changes coming into force as soon as next April. To identify opportunities for investors we have summarised some of the changes, and how EIS may offer potential solutions. The Change: The 45% tax rate from April 2023 will be applied to earnings over ÂŁ125,140, a reduction down…
1. Whatâs a typical day like for you at Oxford Capital? The great thing about my role is that thereâs no such thing as a typical day. Once I have successfully navigated the infamous Oxford rush hour traffic and arrived at the office, I will usually start my day by answering any email enquiries that…
Growth EIS Investments for beginners â learn everything you need to start as an investor What is EIS eligible? There are rules around EIS eligibility for both companies looking to raise capital, and investors looking to invest in EIS-qualifying companies. For companies, they need to adhere to HMRCâs qualification rules. These include operating in…
1. Whatâs a typical day like for you at Oxford Capital? This varies greatly depending on what day or week it is and whatâs coming through the investment pipeline. Generally, we try to allocate a third of our time and effort to portfolio company management and support, new deal sourcing, and working on active deals…
What are EIS Investments? Strictly speaking, thereâs no such thing as an EIS investment. What you invest in are venture capital backed, early-stage unquoted company deals, and the shares you buy in these companies qualify for Enterprise Investment Scheme tax benefits. EIS was introduced by the Government in 1994, with the aim of encouraging investments…
âWe want this country to be an entrepreneurial, share-owning democracy. The Enterprise Investment Scheme and Venture Capital Trusts, we will extend beyond 2025. Crucial steps on the road to making this a nation of entrepreneurs.â Kwasi Kwateng, Chancellor of the Exchequer. Some welcome news for the EIS industry in last weekâs âmini-budgetâ when the Chancellor…
1. Whatâs a typical day like for you at Oxford Capital? Every day is different; there are annual events to manage such as financial and fund accounts, which are externally audited, budget setting with three year forecasts, policy reviews and of course planning the Christmas party. Biannually I chair the Valuations Committee which examines the…
EIS investments are high risk. You are investing in early-stage tech-focused businesses, and as such, you need to be comfortable with the level of risk and the lack of liquidity for approximately 5-7 years. However, for those that are comfortable with the risk, HMRC provides some very attractive tax relief benefits, including: 30% income tax…
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