Important info Contact us Client login Products & services Research Daily update Market news About Help centre Important info Contact Enterprise investment scheme Home Products & services Enterprise investment scheme Back The Scheme The Enterprise Investment Scheme (EIS) was launched by the UK Government in 1993/94 to encourage investors to support smaller higher-risk trading companies to raise capital by offering a range of tax reliefs to investors who purchase shares in those companies. Since this time over 22,000 individual companies have received investment raising over £12bn (source HMRC Report July 2015). The Benefits The main tax benefits available on qualifying investments held for 3 years are: Up to 30% Income Tax relief to a maximum of £300,000 in any one year Capital Gains Tax exemption on any profits Rollover Capital Gains Tax deferral for life of EIS investment Capital Gains Tax loss relief which can offset against income tax Inheritance Tax relief on death (Available after 2 years) Full details on the incentives available can be found on the Government website here Qualifying Investments Companies have to meet certain criteria to qualify for EIS investment funding and all must be unlisted although this does cover qualifying stocks traded on the London AIM market as well as shares in companies which are unquoted. How It Works Beaufort’s team of small cap research specialists can identify EIS qualifying companies which we believe will offer investors the opportunity to achieve significant capital growth potential. In some cases our corporate finance team will work with companies within the EIS space and, in addition to raising funds, will be actively involved in advising the management to ensure successful implementation of the company’s strategy to ensure the best possible returns for investors. By the very nature of the EIS scheme, investments must be treated as speculative and high risk and for this reason Beaufort feel it is of paramount importance for clients to have a dedicated broker who will gain an understanding of your current financial situation and investment objectives. Beaufort’s free Advisory Broking Service allows us to develop the close relationship required to gain this level of understanding and trust and ensure that any EIS investment is both suitable and appropriate. Recent Transactions October 2016 We successfully closed an EIS-eligible private funding round of over $500,000 for MotionLED Technology Group MotionLED is a UK-Chinese technology hardware and software company providing world leading Digital Outdoor Advertising solutions focused on the transportation industry. Its current bus-side product (BusLED) claims to be the world’s thinnest, lightest and lowest power consuming LED display for use out of doors in sunlight. The displays are controlled remotely via wireless technologies which allows for real-time advertising and public service announcements which can be displayed based upon time of day and location of the vehicle. This product alone has truly global appeal. Find out more To find out more information and have a preliminary discussion about our EIS services please contact Graeme Hatch on +44 (0) 207 382 8309 or email graeme.hatch@beaufortsecurities.com. Risk Warnings Please note that EIS qualifying companies should be considered as being higher-risk investments. They are not suitable for all investors. They may be appropriate as part of a diversified portfolio, giving access to an alternative asset class, but should be considered illiquid and therefore unsuitable for unplanned or early capital withdrawals. You should seek qualified professional advice before investing. You should also remember that the tax benefits may change as they are subject to changes in tax legislation. Open an account Open an account today.. Online share dealing account Telephone/advisory stockbroking account Advisory CFD account Getting Started Find out what we can offer.. Low cost online trading Portfolio advice & telephone dealing Latest research Request a callback We can call at a time convenient to you.. Available Mon – Fri 8am to 5pm Find out more Quick Links Online share dealing Telephone & advisory stockbroking Stocks & shares ISAs Advisory CFD trading Junior ISAs SIPPs IPOs & share offers Inheritance Tax Portfolio Corporate bonds Probate services Enterprise investment scheme Tier 1 (investor) visa portfolio International trading Capital markets Investor relations Investor events London 020 7382 8300 Bristol 0117 910 5500 Colwyn Bay 01492 523 000 Newcastle 0191 495 7950 Online Helpdesk 020 7042 9910 Sign up to our Newsletter Get the latest news and tips direct to your inbox by signing up below. Useful Links About Beaufort Securities Important Info Contact Us ©2016 Beaufort Securities Registered Office: Beaufort Securities Ltd 131 Finsbury Pavement London EC2A 1NT Registered No. 2693942 in England & Wales Authorised and regulated by the Financial Conduct Authority (Register No. 155104). Members of the London Stock Exchange, ISDX and the Quoted Companies Alliance Web design company Adeo Group Terms and Conditions Privacy and Cookies