Mercia Knowledge-intensive EIS fund
Tax relief on tight timescales
UPDATE: Mercia's Knowledge-intensive EIS fund is now closed until Q1 2025. Our Mercia EIS fund is now open.
As an HMRC-approved EIS fund, investors will be able to claim income tax relief for up to one year from when the fund closes, enabling income tax carry-back to the 2022/23 tax year, as well as 2023/24.
The fund aims to invest over a six-month deployment period, into about 12 knowledge-intensive EIS-qualifying companies and aims to triple invested capital in five to seven years, including tax reliefs.
Capital at risk. Please see full risk information below
Stefan Helm, Digital BD Manager
07377 383 609
Information and Risk Warning:
Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more. EIS investments are restricted to high net worth or sophisticated individuals, or those advised by a qualified financial adviser, per FCA rules. Evidence of qualification is required with your application. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. Read the full risk warnings in the Fund documentation before applying. Past performance does not predict future results. These investments are illiquid and may lack a readily available market for selling. Investments in non-Sterling currencies may be affected by exchange rate changes. Mercia Fund Management Limited, a subsidiary of Mercia Asset Management PLC, is the EIS fund manager and authorised and regulated by the FCA (FRN: 524856).