INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Launch webinar: Octopus Ventures Knowledge Intensive EIS Fund


Date Available now on demand Duration 1 hour 6 minutes

Register to attend

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

This on demand webinar was recorded on 25 January 2024. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.

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.

The Fund will give investors:

  • The opportunity to access around 10-20 early-stage companies selected for their unique growth potential by Octopus Ventures, one of Europe’s largest venture capital firms.1
  • The ability to claim tax relief on their entire investment within the tax year (23/24), not the date each investment is made.
  • One of the only ways to carry income tax relief back to last tax year (2022/23), with just one EIS certificate issued for ease of administration.

This webinar will cover:

  • How the Octopus Ventures Knowledge Intensive EIS Fund works, the kinds of companies it will invest in, and the tax reliefs available.
  • The team behind the Fund and how their approach, scale, and expertise helps to uncover business potential, such as the likes of Zoopla, Graze, Depop and Secret Escapes.
  • The outlook for venture capital and the supportive environment being created for early-stage companies in the UK.
  • How your clients could benefit and next steps.

Key investment risks:

  • The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
  • Tax treatment depends on personal circumstances and may change in the future.
  • Tax reliefs depend on portfolio companies maintaining their qualifying status
  • EIS investments could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
  • These investments have minimum holding periods. If shares are sold before the minimum holding period, reliefs claimed will have to be repaid. Other reliefs may no longer be available.

1 2022 Annual Interactive Global League Tables, Pitchbook, 9 February 2023.