Frequently asked questions

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Frequently asked questions

Enterprise Investment Scheme (EIS)

Enterprise Investment Scheme (EIS)

What EIS investments are, where they invest, what the risks are, what tax benefits there are – all the facts you need to know before you invest.

What are the risks of EIS?

Who is the EIS scheme appropriate for?

How much can I invest in EIS?

What is the difference between a Knowledge-intensive EIS and an standard EIS fund?

How does Mercia source its deals?

Tax Planning

What is EIS carry back?

What income tax relief is there with EIS?

How does investing into an EIS fund help with capital gains tax planning?

How far back can an investor claim tax relief for previous tax years with an EIS investment?

How do the date and speed of deployment affect tax relief?

What are the EIS tax reliefs, and what is the tax treatment of a Knowledge-Intensive (HMRC approved) EIS?

How does a client claim tax relief from HMRC?

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Initial FAQs

What is Mercia EIS Funds?

How can I start investing into Mercia EIS Funds?

How can I get updates on my investment with Mercia EIS Funds?

What sectors does Mercia EIS Funds invest in?

What is the investment strategy for Mercia EIS Funds?

Quick-fire answers about the Enterprise Investment Scheme

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