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The Enterprise
Investment Scheme


The Enterprise Investment Scheme (EIS) is a government initiative to encourage investment in unquoted small and medium-sized businesses. Individuals can invest up to £1 million per annum and investments must be held for a minimum of three years. The tax incentives are:

  • 30% income tax relief
  • Exemption from Capital Gains Tax (CGT) on disposal
  • CGT deferral available
  • Up to 100% inheritance tax relief after two years
  • Loss relief against income tax

Taken together, these tax incentives enable high rate taxpayers to risk no more than 38.5% of capital invested.

Oakfield Capital Partners does not provide tax advice and recommends you consult with a professional advisor if you are unsure of any aspects of the EIS legalisation.

Contact


Tel: +44(0)20 7084 7272

Fax: +44(0)20 8948 8057

Address:

Oakfield Capital Partners LLP
Greyhound House,
23-24 George Street,
Richmond,
Surrey,
TW9 1HY

Email: info@oakfieldcapital.co.uk

Oakfield Capital Partners is authorised & regulated in the UK by the Financial Conduct Authority. | Terms of Use