The information provided on this section of the website is intended for UK financial advisers, wealth managers and paraplanners at firms authorised by the Financial Conduct Authority to carry out regulated financial activities.
Please be aware that some of our investments are high risk. You should read the risks associated with each product before deciding whether to recommend it to a client. You’ll find the risks on the relevant product webpage and on our guide to risks page.
We do a lot of things, but we don’t offer investment, tax or legal advice.
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None of the information provided here is investment or tax advice and we always recommend you speak to a financial adviser before investing.
Some of our investments are high risk. You should read the risks associated with each product before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks page.
Please confirm you have read the information above.
This website is intended for retail investors.
None of the information provided here is investment or tax advice and we always recommend you speak to a financial adviser before investing.
Some of our investments are high risk. You should read the risks associated with each product before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks.
Please confirm you have read the information above.
Important information for institutional investors
This section of the website is intended for the sole use of UK-based institutional investors. Before accessing the site, please confirm you meet the criteria in this disclaimer and are happy to proceed on this basis.
The content of this website is provided for informational purposes only and is not intended to be investment advice or solicitation to buy or sell any securities or engage in any other transaction.
Institutional investors should have professional experience of participating in unregulated schemes. These schemes put investor capital at risk and are illiquid.
More detailed information on the specific risks of a particular fund or strategy will be available in the offer document or prospectus, or available on request.
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Whether you’re new to the Enterprise Investment Scheme (EIS), or you’ve been writing EIS cases for years, you’ll want to consider:
Whether you have clients who could benefit from the high growth potential of EIS
How you would present the opportunities available with EIS to suitable clients.
The best way to integrate EIS into your advice proposition.
In this short clip, these points and more are touched on by Stephen Hedges of Orchard House. He has more than 25 years’ experience advising clients.
Stephen talks to Tim Dickens, Investment Specialist at Octopus Ventures, about his experience and learnings from advising on EIS. You’ll hear how Stephen uses EIS to support clients’ planning, the positive impact on his business, and how he approaches suitability and due diligence.
Risks to bear in mind
Capital at risk
The value of an EIS investment can fall as well as rise. Investors might not get back the full amount they invest.
Tax treatment
Tax treatment depends on individual circumstances and might change in the future. Tax reliefs depend on companies maintaining their EIS-qualifying status.
Long term investments
Investors need to hold shares for three years to keep any tax reliefs claimed. However, investors should be prepared to hold their shares for significantly longer to allow time for growth and exit.
Volatility and liquidity
Investments in smaller companies can fall or rise in value much more sharply than shares in larger, more established companies. They can also be harder to sell.
Richard Power, an expert in smaller company investing, sat down with Simon Rogerson, Co-founder of Octopus Group, to discuss why we think now is the best buying opportunities in UK smaller companies in over a decade.
