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 mins to learn more.
Access EIS is the only EIS fund that builds portfolios of the optimal size for return potential with hand-picked, high quality companies at a lower cost to the investor.
We spent over three years indexing and analysing the UK startup market and building a fund which identifies and co-invests with some of the UK's top performing angel investors.
Our approach to EIS investing builds clients large portfolios of 50 companies per year across all sectors, optimising growth potential and minimising risk.
Tax reliefs
Up to 30% income tax relief.
The maximum investment that can be claimed on in a single year is £1m. This annual maximum rises to £2m if investments are made in Knowledge Intensive Companies (KICs).
0% tax on EIS gains.
If EIS shares are sold at a profit, any gain made on that investment is tax free.
Capital gains deferral.
Any gain you make through selling other assets can be reinvested in EIS, and deferred for as long as the investment is held.
Inheritance tax relief.
EIS shares are exempt from inheritance tax, as they qualify for Business Property Relief (BPR), but shares must have been held for two years prior to death.
Loss relief.
Loss relief allows investors to offset a loss on an EIS investment against their income tax or capital gains tax bill.
4 simple steps to invest
Register
Create and manage accounts on behalf of your clients.
Invest
Initiate investments for your clients using our simple online form and approval process.
Transfer
Your client transfers funds to complete the investment.
Track
Track client portfolios online, and easily access and download EIS documents.
Co-invest with the best
The angels we co-invest with have achieved a collective average portfolio growth rate of 42%.
Diversify to reduce risk
We found that building a portfolio of 50+ companies achieves optimal growth potential for our clients.
Keep the fees low
According to research undertaken by XPM associates, Access EIS fees are lower than the industry average.
Make it easy to manage
As an adviser, you can view your clients' dashboards as well as receive biannual reports and quarterly highlights that your clients receive.