Spring update – Octopus Ventures EIS Service

This on demand webinar was recorded on 18 May 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.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 EIS Service gives investors access to an exciting portfolio of 10-15 high-growth businesses, across five specialist sectors. The companies are expertly selected by the Octopus Ventures team, one of the largest venture capital teams in Europe¹, who are also the team behind Octopus Titan VCT, the UK’s largest VCT.²

The new tax year is when important allowances are renewed, and new tax planning opportunities emerge. So it’s the perfect time to review your client bank and identify those who could benefit from an EIS investment.

This webinar is a great chance to see what the Service has invested in, its deployment track record, and an opportunity to ask the fund manager your questions.

It’ll also cover:

• An outlook on the EIS market and why we believe now is a good time to invest.
• How the Service works and the straightforward investment process.
• Q&A with fund manager, Simon King, to get under the bonnet of the team’s processes to support your research and due diligence.

 Risks to bear in mind:

• The value of an investment in the Octopus Ventures EIS Service, and any income from it, can fall as well as rise and you may not get back the full amount invested.
• The shares of smaller companies 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.
• Tax reliefs available on EIS investments depend on individual circumstances. Tax treatment is assumed as per current legislation and interpretation, which may change in the future.
• Tax reliefs also depend on the portfolio companies maintaining their EIS-qualifying status.

¹2021 Annual Interactive Global League Tables, PitchBook, 4 March 2022.

²Association of Investment Companies, January 2022.