The page is for Professional Intermediaries, as defined by the FCA, and should not be relied upon by Retail Clients
Retail Clients can view Mercia's investment opportunities available for them here
Mercia EIS - Always Open
Expected to be mostly deployed in the 2026/27 tax year
Mercia EIS is a tax-efficient investment fund designed for advisers and their clients looking to allocate to a high-growth, non-correlated asset class, in a tax efficient manner.
We are focused on effective and 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 EIS:
- Create a bespoke client illustration (below)
- EIS information memorandum
- Start an application
- Or download the documentation below
Key Features of Mercia EIS
Long track record
Rapid deployment for improved cash flow
5-10 year holding period
Secure online illustration tools
For Mercia EIS, Life Assurance is available for the BR qualifying period (until IHT exemption)
We can help arrange life insurance cover for your clients before they qualify for BR from their EIS investment. We have arranged this via a professional connection, with basic underwriting and a specialist risk tolerance.
Create Your EIS Illustration Today
Create your free EIS client illustration today. Get access to income tax relief calculations and see how our rapid deployment strategy improves your client's cash flow. We'll deliver the personalised illustration directly to your inbox.
How to invest for your clients
Quick Application Process
Register your email address to receive a secure link allowing you to complete your Mercia EIS application.
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
EIS Adviser Information
For EIS investors seeking rapid deployment updates, please log-in to the Portal or contact enquiries@mercia.co.uk to create your illustration today.