Octopus Eureka EIS

Octopus Eureka EIS

Octopus Eureka EIS Portfolio Service offers investors the potential to generate higher returns from a portfolio of early stage UK companies. This is combined with income tax relief, capital gains tax deferral and inheritance tax relief. 

Investment Approach

Our investment approach combines the smaller company expertise from both our quoted and unquoted teams, who together analyse thousands of business opportunities every year.

Eureka looks to invest in exceptional small businesses across a range of industry sectors, where we believe there is the potential for significant capital growth. We will typically invest your money in a portfolio of at least ten EIS qualifying companies. These will be unquoted companies or companies listed on the Alternative Investment Market (AIM), part of the London Stock Exchange.

To understand and evaluate each investment opportunity, we go through a rigorous process and we'll only invest when we're confident that we've found the right company at the right price.


 

Tax Benefits

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

 

  • 30% income tax relief (on investments up to £500,000 per tax year)
  • Capital Gains Tax deferral
  • 100% inheritance tax relief (provided funds remain invested at the time of death)
  • Up to 50% loss relief on any holding that falls in value
  • Tax free growth

Important Information

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.

 

Next Steps

You can invest anything from £25,000 plus into Octopus Eureka. There's no maximum investment, but you only receive income tax relief on the qualifying investments up to £500,000 per tax year.

You can invest in Eureka direct via Octopus, or through a financial adviser. However, we would always recommend that you seek independent financial advice before investing.

Our application process is simple and straightforward and you'll only need to complete one form - which you can download below. We accept payments via cheque or electronic transfer, via CHAPs or BACS, and we'll confirm receipt of your documents by return post.

Once your money is invested, we'll send you regular updates on how your investment is doing along with contract notes each time a new investment is made.



Apply Now

Please call us on
0800 316 2349
or contact us online.



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