How do I claim for a previous year?

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How do I claim for a previous year?

EIS for investors


You can claim EIS tax relief for the previous tax year.


To claim EIS tax relief for the previous tax year, enter on your tax return the amount which you want to claim, including any amounts invested in the current tax year for which you already hold a valid EIS3.



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?

When can I claim my EIS tax relief?

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.