The Octopus Ventures EIS opportunity at tax year end

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

This on demand webinar was recorded on 5 March 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 All information will have been correct at the time, but some statistics and deadlines may now be out of date.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.

With the tax year around the corner, watch this webinar to help you finalise any EIS cases you may have.

It will equip you with guidance on the tax, suitability and consumer duty aspects of writing your next EIS case, allowing you to feel equipped with all the information you’ll need.

You’ll also get expert insights on the compliance considerations for EIS, helping you to feel confident taking any ongoing cases forward before tax year end.

And it’s a chance to hear about the Octopus Ventures Knowledge Intensive EIS Fund 23/24, which closes at tax year end.

The Fund is one of the last opportunities to carry income tax relief back to the last tax year, which can be valuable for tax planning.

In this webinar:

• The difference between an EIS portfolio and a knowledge intensive EIS fund.
• How EIS fits into your obligations under Consumer Duty.
• How to land EIS cases with your compliance teams, led by industry expert Sandy McGregor, Head of Policy at SimplyBiz.
• Practical next steps required to finalise any EIS cases before tax year end.

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-qualifying 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.