Pixel

Enterprise Investment Scheme Providers

Gary Green
Gary Green
November 12, 2018

The EIS scheme was originally designed to encourage investors to directly invest in companies themselves.

However, there are now many EIS providers where professional managers work to select suitable EIS companies that would be of interest to their would be investors.

These providers typically offer EIS solutions or funds in either single companies or via a professionally managed fund investing in a selection of EIS companies in specific or multiple sectors. There are also some providers that target substantial capital growth for investors. Others focus on capital preservation depending on the risk profile of the investors.

Finding EIS Providers

Following the start of the new tax year, many EIS providers are reporting an upswing in interest from investors looking to purchase shares in EIS qualifying investments. This follows a number of changes to the scheme announced in the Autumn 2017 Budget that doubled the EIS investment limits for knowledge-intensive companies and increased the amount of money that companies could raise.

These changes are helping to encourage investment in EIS schemes with higher risks and rewards.

The EIS providers help to drive investment in many EIS schemes and offer investors a wide range of options. The providers can also help to speed up the EIS process by being very aware of the rules of the scheme and acting as a go-between with the company and investors.

The provider will also seek to raise the money for an EIS company. They ensure funds are spent as quickly and efficiently as possible. This helps investors make an exit at the earliest opportunity.

Due Diligence on EIS Providers

The providers usually make their money by charging the companies seeking funding a fee. In some scenarios, investors are also charged a fee. There can also be additional fees for investors dependent on the returns achieved on their investment.

Before making any investment, it is important to carefully check what fees are being charged.

It is also important to check the track record of any EIS providers. These investments can certainly have a place in an experienced investors portfolio. However, it is important to be fully aware of all the associated risks and choose any provider wisely.

To discuss further, contact us here.

Interested in our services?
Fill in your details and a member of our experienced team will be in touch shortly to discuss your needs.
We adhere to strict GDPR rules and do not reveal or sell your data to any third-parties. For more, please read our Privacy Policy.
Latest Insights
March 4, 2022
An Overview of EIS (Enterprise Investment Scheme) - All You Need to Know

There are several benefits for the EIS, or Enterprise Investment Scheme, to make this an interesting...

March 3, 2022
Tax Relief for Angel Investors: Gary Green's Webinar for Stakeholderz

Key Business Consultants' principal Gary Green spoke with Stakeholderz discussing the SEIS & EIS scheme and...

February 23, 2022
What Are EMI Share Schemes? All You Need to Know

If you are considering awarding shares to your employees, an Enterprise Management Incentive is often the...

January 31, 2022
Payments on Leaving Employment: How to Reduce Your Tax Liability

Normally the process for leaving employment is quick and straightforward but this is not always the...

January 17, 2022
HMRC Investigations: What You Need to Know

Discovering that you are being investigated by HMRC can be very stressful, even if you are...

January 14, 2022
Business Transactions - Guide to Planning and Executing Efficiently

There are some transactions in business that are significant and require substantial forward-planning to be a...

January 12, 2022
Why Employee Equity is an Important Issue For Every Business

Being a business leader is about being willing to embrace innovation and be flexible about how...

January 10, 2022
An Employer’s Guide to Settlement Agreements

If you need to terminate the contract of an employee, a properly drafted settlement agreement can...

January 7, 2022
Taxation of Private Company Shares - What Should You Know?

Many companies opt to reward their employees with shares or options because of the manifold benefits...

View Our latest insights »
Get the latest UK tax & business news and guidance delivered straight to your inbox
We care about the protection of your data. No spam. Unsubscribe anytime.
Copyright © 2022 Key Business Consultants LLP. Reg: E&W OC389322
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram