The Octopus Ventures Knowledge Intensive EIS Fund 23/24 is open to new investment. Watch this webinar to learn more about how the Fund could support your clients’ tax-year end planning.
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 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.