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Mercia EIS - We are open

Now is an exciting time to invest in the regions

This page is for investment professionals only

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Mercia’s EIS is a tax-efficient technology fund seeking to generate returns of 3x invested capital, including tax reliefs, over five to ten years.

We accomplish this by creating a diverse portfolio of approximately 12 companies per fund, across sectors including Software (B2B), Healthcare, Deeptech and Consumer. 

By investing in companies across the UK's regions with modest capital requirements, we can buy well whilst offering our investors the best opportunities to maximise returns.

Find out more about our Mercia EIS fund:

Capital at risk. Please see full risk information below.
 

WEBINAR: Post budget briefing

December 1st, 1:30 PM

Please sign up if you are an IFA or Wealth Manager, including the reduction in income tax reliefs from 30% to 20% - Webinar Registration.

Understand how EIS and VCTs can help manage IHT on pensions

Key features

An EIS fund with a very long track record

Portfolio of approx. 12 companies

3x invested capital target

£25,000 minimum subscription

5-10 year holding period

Closes June, September, December and March

Investor portal access

Online EIS3s available

Create a fees illustration

Use our free calculator to create bespoke client fees illustrations. By providing us your email we can deliver the illustration straight to your inbox.

Mercia Asset Management and its trading entities are committed to protecting and respecting your privacy. We’ll only use your personal information to administer your account and provide communications you have requested from us. You can opt-out at any time. By clicking submit in the calculator, you agree for the Mercia Group to contact you and store the personal data in accordance to our privacy policy and allow us to store and process the personal information submitted to provide you the content requested.

Start an application

Registering

After registering your email address you will receive a link via email allowing you to complete the application.

Submitting on behalf of a client

Please select whether you are applying for yourself or if you are an adviser applying on a client's behalf.

If the latter, once completed, the form will be emailed to your client where they may review and accept the agreement.

Transferring funds

Once submitted, we will confirm once the application has been approved, at which point the subscription may be sent via bank transfer using the details provided.

Following this, we will confirm receipt of funds to you and log-in details to the online Investor Centre will be sent via email to both you and the client within 5 working days.

Get in touch

Application queries & support

For any questions about the fund or support whilst submitting an application, or investor relations support, please contact enquiries@mercia.co.uk

Existing investor information

For existing investor information, including valuations, please log-in to the Portal or contact enquiries@mercia.co.uk if you require access.

Unlocking tax benefits with EIS

EIS offers more than just investment potential. It also brings valuable tax benefits, including income tax relief, capital gains tax deferral, and inheritance tax relief. These advantages enhance the attractiveness of the investment proposition, providing investors with valuable financial incentives.

Capital gains deferral (of any size) can be made up to three years before and one year after the investment and you may defer a gain even if you have already paid the tax. Most EIS-qualifying investments attract 100% Inheritance Tax relief via Business Relief.

Explore our tax planning case studies to gain insights into the benefits that can be experienced by investors.

Cameron

Case Study: Capital gains tax deferral

Cameron is a company director who originally purchased shares for £400k and has sold them for £500k: this created a taxable capital gain of £100k, and therefore a £20k capital gains tax (CGT) liability.

His financial adviser recommends an EIS to defer his capital gain, whilst also taking advantage of income tax relief. As well as the income tax relief Cameron will benefit from, he will not pay any capital gains tax on his £100k profit for many years, or even indefinitely if he continues to re-invest into EIS.

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Ian

Case Study: Income tax relief

Ian is a company director who originally purchased shares for £400k and has sold them for £500k: this created a taxable capital gain of £100k, and therefore a £20k capital gains tax (CGT) liability.

His financial adviser recommends an EIS to defer his capital gain, whilst also taking advantage of income tax relief. As well as the income tax relief Ian will benefit from, he will not pay any capital gains tax on his £100k profit for many years, or even indefinitely if he continues to re-invest into EIS.

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