INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Octopus Ventures Knowledge Intensive EIS Fund at tax year end


Date Available now on demand Duration 47 minutes

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

The Octopus Ventures team are excited about the opportunities in early-stage UK businesses right now. Some of the best-known businesses backed by venture capital, like Zoopla, AirBnB and Uber, flourished in the doom and gloom of uncertain periods.

And having access to these opportunities at tax year-end, such as through the Octopus Ventures Knowledge Intensive EIS Fund, can help support your client’s planning. Investors are also able to carry back income tax relief to 2021/22, either to create a rebate or to allow planning to be done as part of their self-assessment.

This webinar will talk through our Knowledge Intensive EIS Fund – managed by the same team as Octopus Titan VCT, and an extension of our evergreen Octopus Ventures EIS Service. The fund will open with £40 million capacity and will close on 5 April 2023 or when capacity is reached, whichever comes first. It filled within eight weeks last year, so we advise getting your client’s application in early to avoid disappointment.

What to expect from the webinar:

  • Hear from Octopus Ventures on the types of businesses the fund will invest in, and how they access great opportunities having backed four of the UK’s unicorns.
  • Why you should consider venture capital at tax year-end and which of your clients this investment might be suitable for.
  • How the fund works including the tax reliefs and how they can support client planning.

The fund managers will also be joining to tell you about some of the exciting knowledge intensive companies they have previously invested in and answer any questions you might have.

Key risks to bear in mind

  • The value of an EIS 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 individual circumstances and may change in the future.
  • Tax reliefs depend on the EIS maintaining its EIS-qualifying status.
  • EIS shares are high risk, their share price may be volatile and they may be hard to sell.