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EIS Association publishes ‘Under the Bonnet’ guide

2 November 2017

The Enterprise Investment Scheme Association has created a guide outlining the benefits of Enterprise Investment Schemes to investors and small companies, amid growing interest in the area. 

EIS: Under the Bonnet details the path of an EIS investment, from the initial sourcing of funds from UK tax-paying investors through the different stages to the point when investments are exited.

Common queries answers include:

• How to source EIS-qualifying investments

• How to support an investee company to aid its success

• What happens once you’ve invested

• Planning a route to exit, and

• Questions to ask your EIS manager

Mark Brownridge, director general of the EIS Association, said: “We’ve published this guide because EIS investing is becoming more popular and the investor demographic is broadening to encompass a wider range of people, some of whom may be less familiar with this exciting and rewarding area of UK equity investing.

“By helping to educate investors and their advisers about what to expect from EIS investing, we hope to provide interesting and practical insights into the sector and to raise awareness of the scheme so that more investors can benefit from it.”

The guide has used examples and case studies to help highlight how an EIS investment works in practice, and looks at how to invest, how investments are typically sourced by investment managers as well as the amount of specialist support investee companies receive.

The guide was produced with the help of four sponsors; law firm Shoosmiths, investment manager Par Equity, fund administrator Mainspring Fund Services, and research consultancy Hardman & Co.

Tom Wilde, tax partner and EIS specialist for Shoosmiths LLP, said: “This guide provides clear and concise advice on investing via the EIS, enabling investors to fully understand what they can expect when they have done so. We have seen increasing growth in the number and scale of EIS investments being made, often for much needed technological innovations that offer wide reaching benefits to multiple sectors such as health, technology and education, so we are pleased to help promote further the great work that EIS and SEIS funding can do.”

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