Oakfield Capital Partners
  • Home
  • About
  • People
  • Portfolio
  • Contact

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.

Terms of Service


Welcome to the website of Oakfield Capital Partners LLP ("Oakfield Capital Partners"). Please read the following information carefully before using the website.

Oakfield Capital Partners is a limited liability partnership, registered in England under number (registered number OC 340026). Its registered office is Greyhound House, 23-24 George Street, Richmond, Surrey, TW9 1HY.

Oakfield Capital Partners is authorised and regulated by the Financial Conduct Authority (the “FCA”). This website is intended for Eligible Counterparties and Professional Clients (“the Relevant Persons”) only as defined in the rules and guidance published by the FCA as amended from time to time and is not intended for Retail Clients as defined therein.

For the purposes of section 21 of Financial Services and Markets Act 2000, this website has been approved by Oakfield Capital Partners which is authorised and regulated by the FCA.

Oakfield Capital Partners is not regulated to provide investment advice to retail clients and may only lawfully offer its services to the Relevant Persons. Persons other than the Relevant Persons must not act or rely upon the information in this website.

The material set out in this website is provided for information purposes only and is subject to change without notice. This website does not allow visitors to make investments mentioned therein. The information contained in this website does not constitute a financial promotion, a distribution, an offer to sell or the solicitation of an offer to buy any securities or products. Any offering is made only pursuant to the relevant offering document and the relevant subscription application, all of which must be read in their entirety. No offer to purchase securities will be made or accepted prior to receipt by the offeree of these documents and the completion of all appropriate documentation.

Nothing contained on any part of this website constitutes investment, legal, tax or other advice and this website is not to be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice and check the accuracy of all relevant information before making any investment decision. The information and opinions contained in this website are provided without any express or implied warranty.

The information on this site has not been audited or verified by an independent party and should not be seen as an indication of past performance or future performance. Nothing on this site is intended to constitute an offer or solicitation to buy or sell investments of any description in any jurisdiction nor recommend any investment service or transaction.

In accessing this site you are responsible for compliance with local laws and regulations and for obtaining your own legal, tax, and financial advice before entering into any transaction with Oakfield Capital Partners LLP.

No liability is accepted by Oakfield Capital Partners, its members, employees, associates, affiliates, agents or licensors, for any losses or damage arising from the use of or reliance on the information contained in this website including, without limitation, any loss or profit, or any other damage, direct or consequential.

Unless stated otherwise, the information, materials, logos and images contained in this website are the property of Oakfield Capital Partners, with all rights reserved. The content of this website may not be reproduced, redistributed, or copied in whole or in part for any purpose without the prior express consent of Oakfield Capital Partners.

 

Nothing on this website is intended to exclude or restrict any duty or liability which Oakfield Capital Partners may have under the Financial Services and Markets Act 2000 (or any replacement legislation) or the rules and regulations for the conduct of business "FSMA" made thereunder.

 

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