Enterprise Investment Schemes (EIS)

An Enterprise Investment Scheme (EIS) is a government initiative designed to encourage individuals to invest in Britain's smaller private companies. To achieve this, the Government offers EIS investors a range of tax reliefs. 

The tax advantages available from an EIS investment provide investors with a significant head start in comparison to more traditional investment products. They’re particularly suited to investors with income tax liabilities, or those with capital gains to defer.

Important Information

Please remember that the value of an investment in these products may fall as well as rise and an investor may not get back the full amount invested. Tax treatment is dependent on individual circumstances and may be subject to change. These products will invest in small companies which, by their nature, will have a higher risk profile than larger companies.

Open EIS Funds

Compare our EIS Funds

	Octopus EIS	Octopus Eureka EIS
Structure	EIS Portfolio Service	EIS Portfolio Service
Minimum amount	£25,000	£25,000
Income tax relief	30%	30%
Maximum annual income tax relief	£150,000	£150,000
Minimum term to maintain income tax relief	3 years	3 years
Potential for IHT relief on part of investment after two years	Yes	Yes
Capital gains tax deferral	Yes	Yes
Tax-free dividends	No	No
Tax-free growth	Yes	Yes
Octopus fee guarantees	Octopus only takes its AMC after the 3 yr holding period and only if the amount invested has been returned	N/A
Strategy	Preserve capital	Growth