Our discretionary management service gives access to the new world of EIS from within defined parameters. It brings upside potential alongside EIS tax benefits.

Early stage businesses, while higher risk investments, offer prospects for significant returns. We support the next wave of EIS-qualifying firms, full of ideas and innovation, which could transform their market.

 

See our first range of prospective investments

Download our Ventures EIS: Company in Focus sheets here.

HOW IT WORKS

The diagram* below sets out the financial model used in targeting returns. For illustrative purposes, we have assumed various underlying successes and failures to cover a range of scenarios.

In practice, we will make the necessary tough decisions at the appropriate times, in order to keep our focus on companies with the potential to succeed. We will then work to take companies through early growth to profitability and towards an exit.

By spreading investments across a multi-sector portfolio of ten companies, we can mitigate the effect of companies that underperform or fail. Our close involvement with firms also helps to reduce risk as we work to deliver for investors.

 

EIS Example

 

£10,000 investment split equally across ten companies. Net cost of investment after EIS income tax relief = £7,000

* This diagram is provided purely for illustrative purposes and should not be viewed as representative of how an EIS investment is likely to perform. Some portfolios may deliver higher or lower returns than indicated by this example.

 

 

 

 

Total return to investor is £30,945, for a net investment of £7,000.

* This diagram is provided purely for illustrative purposes and does not include any charges. It should not be viewed as representative of how an EIS investment is likely to perform. Some portfolios may deliver higher or lower returns than indicated by this example.

KEY BENEFITS

Clients can take advantage of EIS tax benefits through investing in high-growth firms, managed by experts providing end-to-end support for companies.

 

EIS Tax Benefits

EIS tax benefits include:

  • Up to 30% Income Tax relief
  • 100% Inheritance Tax (IHT) exemption on qualifying investments after two years (and if held at time of death)
  • Capital Gains Tax (CGT) deferral relief (up to three years prior to investment and up to one year in advance)
  • Growth free of CGT
  • Offsetting of capital losses up to 45%
  • Carry back to previous tax year (for Income Tax relief)

HIGH-GROWTH OPPORTUNITIES

Focused on firms often offering smart technology, the portfolios bring opportunities to invest in innovative new businesses. We support forward-thinking companies set to be game changers, targeting a return of 5x on investment.

 

ACTIVE BUSINESS SUPPORT

Blackfinch’s expertise and networks ensure access to deals not commonly circulated in the market. Following investment we provide active business support on all aspects of development. Working closely with management teams, we help to scale companies, and build businesses for the long term.

 

For more information on the Blackfinch Ventures EIS Portfolios, please see the most recent article from the team and case studies covering client scenarios.

FAQs Case Studies

To download key product information please select from the links below:

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