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Mercia Knowledge Intensive (KI) EIS - Now Open

Secure 2024/25 Income Tax Relief with Rapid KI EIS Deployment

This page is for financial advisers only

Learn about KI EISCreate client illustration

Mercia KI EIS is a tax-efficient investment fund designed for advisers and their clients seeking income tax relief for the 2024/2025 tax year, with targeted returns of 3x invested capital including tax reliefs over five to ten years.

We excel at rapid capital deployment, providing better cash flow for your clients through our diverse portfolio of approximately 8 to 12 innovative companies across sectors including Software (B2B), Healthcare, and Deeptech.

By strategically investing in promising businesses across the UK's regions with modest capital requirements, we acquire strong positions while offering your clients exceptional opportunities to maximise returns.

Take the next step with Mercia KI EIS:

Capital at risk. Please see full risk information below.
 

BRIEFING: Mercia KI EIS

Mercia KI Application Form
Using KI EIS to manage pension release and 24/25 income tax ¬
Dynamic portfolio construction and returns illustration tool ¬

Key Features of Mercia KI EIS

EIS fund with 12+ years proven track record

Aim to provide EIS5 before end of Jan 27 tax return deadline

Aim to triple invested capital in 5-10 years, inc tax relief

£10,000 minimum subscription

Tax relief available for 2024/2025

Rapid deployment for improved cash flow

Comprehensive adviser support

Secure online illustration tools

KI schemer

KI EIS fund timeline

The timescale of KI EIS deployment is attractive for your clients, and enables both optimal income tax reliefs and CGT deferral and BR qualification

Online application

Create Your KI EIS Illustration Today

Create your free KI EIS client illustration today. Get access to income tax relief calculations for the 2024/2025 tax year and see how our rapid deployment strategy improves your client's cash flow. We'll deliver the personalised illustration directly 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, provide the Mercia KI EIS illustration you've requested, and share relevant communications about tax year 2024/2025 benefits. 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.

Create Your Illustration

Quick Application Process

Register your email address to receive a secure link allowing you to complete your Mercia KI EIS application for the 2025/2026 tax year.

Adviser Applications

Please indicate whether you're creating an illustration for yourself or on behalf of a client. For client applications, once completed, the form will be automatically emailed to your client for review and acceptance.

Rapid Fund Deployment

After application approval, you'll receive bank transfer details for subscription. Our rapid deployment strategy ensures better cash flow for your clients while maximizing tax relief opportunities.

Upon receipt of funds, we'll send confirmation to you, and login credentials for the Investor Centre will be delivered via email to both you and your client within 5 working days.

Supporting advisers

Adviser Support & Illustration Assistance

For assistance with creating an illustration or questions about the Mercia KI EIS fund, and rapid deployment benefits, please contact enquiries@mercia.co.uk

KI EIS Adviser Information

For KI EIS investors seeking rapid deployment updates, please log-in to the Portal or contact enquiries@mercia.co.uk to create your illustration today.

Claim 2024/25 Income Tax Relief with Mercia KI EIS

Mercia KI EIS offers significant tax advantages for your clients. Investors can claim 30% income tax relief on investments up to £2m, providing substantial tax savings while supporting innovative UK businesses. Our rapid deployment strategy ensures better cash flow for your clients.

Additional benefits include capital gains tax deferral (of any size) up to three years before and one year after investment—even if tax has already been paid. Most Mercia KI EIS investments also qualify for 100% Inheritance Tax relief via Business Relief after just two years of holding.

Create an illustration today to demonstrate these powerful tax advantages to your clients and secure these benefits before the tax year deadline.

Financial adviser considering KI EIS

Case Study: KI EIS for CGT deferral and income tax relief in 2024/25

James is a successful entrepreneur who recently sold his technology business, generating a capital gain of £ 2.5 million and facing a potential £500,000 capital gains tax (CGT) liability. He has a large income tax liability in the 2024/2025 tax year.

His financial adviser recommended investing in Mercia KI EIS to both defer his capital gain and benefit from income tax relief. His financial adviser suggests that James remove himself from income tax in 2024/25 and 2025/26, and defer the equivalent amount of Capital Gain.  The team at Mercia was very helpful in creating an illustration for the optimal EIS investment strategy.  

The fund's accelerated deployment will improve his cash flow position, allowing him to claim tax benefits sooner rather than waiting for a slower traditional EIS investment cycle.

Create an illustration