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:
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.
Diana joined Oakfield Capital in January 2018 and is involved in investor relations and market research. Prior to joining Oakfield, Diana was Investor Relations Manager at Union Group, a private equity firm, with $2bn of AUM investing in LATAM.
She held various positions at a private equity owned fintech. She has also held consultancy and research roles. She began her career at the Colombian Stock Exchange.
Diana holds an MSc in Corporate Finance from Henley Business School and two BSc in Economics and Finance from Sergio Arboleda University in Bogotá, Colombia.