Enterprise Investment Schemes (EIS)

Enterprise Investment Schemes (EIS) are one of the most tax-efficient investment products available to UK investors. The UK Government introduced them to encourage individuals to invest in targeted UK companies.

It encourages investment by offering investors a series of tax benefits that can be realised within just three years. They’re particularly suited to investors with income tax liabilities, or those with capital gains to defer.

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Octopus Eureka EIS

Eureka is a simple way to reduce your tax burden. It runs for three years and offers three clear advantages: tax benefits, the potential for high returns and liquidity.

Eureka will be investing in UK smaller companies - one of the most dynamic and potentially highest return sectors of the market and a core area of expertise at Octopus.

Provided underlying investments are held for at least three years, you're entitled to four separate tax advantages:

100% capital gains tax deferral for the life of the investment
20% income tax relief (on investments up to £500,000 per tax year)
100% inheritance tax relief as underlying investments are made and held for two years (if investments held at time of death)
Up to 40% loss relief on any holding that falls in value

Open EIS Funds

Octopus Eureka EIS

Please remember that the value of an investment in this products may fall as well as rise and an investor may not get back the full amount invested. Tax rules and regulations are subject to change. This product will invest in small companies which, by their nature, will have a higher risk profile than larger companies.