EIS Funds

Investments of this type carry risks to your capital and are illiquid in nature. Tax reliefs depend on individual circumstances, maybe subject to change and depend on the investee companies maintaining their qualifying status. Investments should only be made on consideration of the full information memorandum and the detailed risk factors contained therein.

EIS Funds & Investment Opportunities

Investing in EIS funds allows individuals to support early-stage businesses while benefiting from various tax incentives. However, it is important to understand that investments of this type carry risks to your capital and are illiquid.

OnePlanetCapital’s EIS scheme encourages investment in small, high-growth potential companies by offering generous tax benefits. EIS tax relief can help mitigate some of the risks associated with these investments, providing relief on income tax, capital gains tax, and inheritance tax under certain conditions.

Understanding EIS Investment Tax Relief

One of the key advantages of investing in an EIS investment scheme with OnePlanetCapital is the potential to claim EIS investment tax relief.
Investors may be eligible for up to 30% income tax relief on their investment, as well as capital gains tax deferral and potential inheritance tax benefits. However, these tax reliefs depend on individual circumstances, are subject to change, and require the investee companies to maintain their qualifying status under the EIS scheme.

Who Can Invest in EIS Schemes?

Investment in EIS funds are typically suited to:

  • High-net-worth individuals seeking tax-efficient investment opportunities

  • Financial advisers looking to provide clients with tax-efficient solutions

  • Self-certified investors who understand the risks associated with early-stage investments

  • Professional investors interested in supporting growth companies

Considerations Before Investing in an EIS Fund

By participating in our EIS schemes, investors support innovation, entrepreneurship and some incredibly dynamic and interesting sectors and gain access to valuable tax benefits through EIS relief.

Before committing capital to an EIS investment scheme, investors should carefully review our full information and detailed risk factors.

Given the high-risk nature of these investments, professional advice is recommended to ensure alignment with individual financial goals.

However, understanding the risks and regulatory requirements is crucial to making an informed investment decision.

If you’re interested in accessing our EIS funds, please get in touch with us today.

DISCLAIMER

Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor’s personal circumstances. Please consult our full risk warning on our website for more information by clicking the link HERE.

This document is a financial promotion for the purposes of section 21 of the FSMA. It is issued by One Planet Capital Limited FRN:931397, an Appointed Representative of Enterprise Investment Partners LLP FRN:604439, an AIFM as defined by the AIFMD, who have approved it, on 05/03/2025, and who are authorised by the FCA.

This document is not an offer to buy or sell securities and does not constitute a Direct Offer Financial Promotion. Applications for investment may only be made on the basis of the relevant Information Memorandum and application form, copies of which are available on request. No reliance is to be placed on the information contained in this newsletter in making such an application. Information herein is not intended to nor should be taken to, constitute advice.