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Do I qualify for EIS?

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Do I qualify for EIS?

EIS for investors

If you are a UK tax payer, then you should be able to claim EIS tax relief.

Most UK-based private investors can claim EIS tax relief. However, individuals connected to the company CAN NOT claim EIS tax relief. 'Connected' parties include:

  • Employees or directors of the company
  • Investors who (together with their 'associates') hold more than 30% of the company's share capital
  • Relatives of connected persons, though not siblings
  • Business partners of connected persons
  • Existing shareholders whose shares are not SEIS or EIS qualifying, or subscriber shares

More information:

An EIS example

Step by Step Guide

What kind of companies can I invest in?

What are the benefits?

What is EIS?

What are the risks of EIS?

How do I invest using EIS?

Where can I find EIS opportunities?

When can I claim my EIS tax relief?

How do I claim for a previous year?

How does EIS work for jointly held shares?

How do I defer a capital gain?

EIS Infographic

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PLEASE NOTE:

To qualify for EIS relief, investors must be UK resident for tax purposes (or have UK tax liabilities) and subscribe cash for new shares in qualifying companies. Tax treatment is dependent on individual circumstances and may be subject to change. This content is written in general terms and you are strongly recommended to seek specific advice before taking any action based on the information it contains. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this content. It is also important to realise that investing in small companies always carries risks, including the loss of capital, illiquidity (the inability to sell assets quickly or without substantial loss in value), lack of dividends and share dilution. Investments should still be made as part of a diversified portfolio.