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The Octopus Ventures EIS opportunity at tax year end
With the tax year end around the corner, join Octopus for all the information you need to finalise any ongoing EIS cases, or to get moving on those you might be considering for clients.
You’ll get expert insights on navigating compliance, a refresher on how EIS can be used to meet various client needs and more information about the Octopus Ventures Knowledge Intensive EIS Fund 23/24 (“the Fund”), which closes at tax year end.
The Fund offers investors one of the last opportunities to carry income tax relief back to the last tax year (2022/23), valuable for tax planning.
Join on Tuesday 5 March, at 2 pm, to learn more about:
- The difference between an EIS portfolio and a knowledge-intensive EIS fund.
- How EIS can support you in your obligations under Consumer Duty.
- How to land EIS cases with your compliance teams, with Sandy McGregor, Head of Policy at SimplyBiz.
- Practical next steps to finalise any EIS cases before tax year end.
Sign up here
Key risks to keep in mind:
- The value of an EIS investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
- Tax treatment depends on individual circumstances and may change in the future.
- Tax reliefs depend on the portfolio companies maintaining their EIS-qualifying status.
- EIS shares are by their nature high risk, their share price may be volatile and they may be hard to sell.
EIS investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. This communication does not constitute advice on investments, legal matters, taxation or any other matters. Investors should read the product brochure before deciding to invest; this can be found at octopusinvestments.com.
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