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When can I claim my EIS tax relief?

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When can I claim my EIS tax relief?

EIS for investors

EIS shares must be held for a minimum of 3 years, however, you can claim your income tax sooner than that.

Tax relief is available for the tax year in which the shares are issued. But you can also treat some or all of the shares as issued in the previous year and claim relief in that previous year, subject to the maximum £1 million relief limit for the year. You'll find the date of issue of your shares recorded on form EIS3.

NOTE: You can't claim income tax relief until you receive the associated EIS3 form. This will be issued to you by the company directly, or the investment platform through which you purchased the 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?

Do I qualify for EIS?

What are the risks of EIS?

How do I invest using EIS?

Where can I find EIS opportunities?

How do I claim for a previous year?

How does EIS work for jointly held shares?

How do I defer a capital gain?

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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.