In the run up to tax year end have you considered the benefits of EIS investing?

By selecting a category below, you are confirming that the applicable definition applies to your circumstances. Please refer to this link for full definitions

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The Oxford Capital Growth EIS invests in a portfolio of tech-enabled early-stage UK companies.

  • 30% income tax relief
  • Tax-free gains – Free from Capital Gains Tax (CGT)
  • Inheritance Tax relief – if held for 2 years, EIS investments may be exempt from Inheritance Tax
  • Loss Relief – Offset any losses against other income or gains
  • Download the Oxford Growth EIS Investment Memorandum

5 years of strong performance – 23% IRR

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Certified as a ‘high net worth investor’

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).


Certified as a ‘sophisticated investor’

I have a written certificate signed within the last 36 months by a firm confirming I have been assessed as sufficiently knowledgeable to understand the risks associated with engaging in investment activity in non-readily realisable securities.


Self-certified as a ‘sophisticated investor’

One of the following applies to me:

o I am a member of a network or syndicate of business angels and have been so for at least the last six months

o I have made more than one investment in an unlisted company in the past two years

o I am working, or have worked in the past two years in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises

o I am currently, or have been in the past two years a director of a company with an annual turnover of at least £1 million.


Certified as a ‘restricted investor’

I declare that I qualify as a restricted investor because in the past twelve months I have not invested more than 10% of my net assets in non-readily realisable securities and I undertake that in the twelve months following the date of this request, I will not invest more than 10% of my net assets in non-readily realisable securities (exclusions in determining net asset values apply).

Current Pipeline :

Most investors will find that it takes 12-18 months for us to complete the processof building their portfolio. It’s important to note that this timeframe is a target but it is not guaranteed. Finding investments with growth potential is our top priority, and we will not compromise on deal quality in order to speed up the process of investment.

1. Past performance is not a reliable indicator of future results. 2. NHS Diagnostic Waiting Times and Activity Data 2020


Disclaimer: This is a financial promotion issued by Oxford Capital Partners LLP. Applications for investment may only be made on the basis of the relevant Information Memorandum. Investments in unquoted securities are high risk. Investors are advised to seek professional financial advice before investing. Capital at risk. Tax advantages are dependent on individual circumstances. Oxford Capital does not provide tax or financial advice.