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The Enterprise Investment Scheme: How to Secure Maximum Tax Relief

A Tips & Advice Special Report about...

In a nutshell

This Special Report is the perfect tool to take full advantage of the tax-saving opportunities offered by the enterprise investment scheme (EIS). It examines the qualifying conditions in detail - from the perspective of both the company and the investor - and breaks them down in a way that is easy to understand. It’s fully up to date for the 2021/22 tax year.

In detail

This Special Report covers, for example:

  • The risk to capital condition
  • Restrictions for existing shareholders - and how to sidestep them
  • The concept of a maximum age for the issuing company
  • Long-term objectives - showing the intention to grow and develop

It gives answers to questions such as:

  • How do I secure immediate protection from inheritance tax using EIS shares?
  • How do I reduce my capital gains tax rate using the EIS when selling buy-to-let property?
  • Why would using the EIS alongside my profit extraction strategy result in big savings?

Enriched with case studies and handy documents and checklists, this Special Report is the invaluable tool that investors and companies looking for investors have been seeking for years.

We've created this Tips & Advice Special Report especially for...

Investors, companies looking for investors and anyone that wants to:

  • Take full advantage of the tax-saving opportunities offered by the EIS

Tax advisors that want to:

  • Provide valuable tax-saving advice to their clients on the EIS

You'll get the following free extras with this Tips & Advice Special Report... 

An online service with ready-to-use documents

  • To immediately apply our advice and solutions in practice
  • That you can easily adapt to suit your own requirements

In this Tips & Advice Special Report you'll read about...

1. EIS - the four EIS tax breaks

2. Income tax relief - the qualifying investor

3. Income tax relief - the qualifying company

4. Income tax relief - general requirements

5. The risk to capital requirement

6. After the investment: don’t lose the relief

7. Capital gains tax reliefs

8. EIS planning: putting it all into practice

9. Case studies

Case study 1: how can I use the EIS to reduce tax on property gains?

Case study 2: can I get instant inheritance tax protection using the EIS?

Case study 3: how can the EIS be used to assist with profit extraction?

Case study 4: how can the EIS help realise value in my investment portfolio?

Case study 5: I use the remittance basis, how can the EIS allow me to remit income and gains free of UK tax?

10. Appendices

Appendix 1. Qualifying investor checklist

Appendix 2. Qualifying company checklist

Appendix 3. General requirements checklist

Appendix 4. HMRC guidance on the objective to grow and develop in the long term

Appendix 5. Table of value received and how to measure it

11. Documents

EIS relief claim

Letter for s.247 takeover clearance

CGT negligible value claim

Letter notifying reduction of EIS relief

CGT EIS deferral relief claim

Share loss relief claim

You can choose from the following options...


  • The hard copy version
  • Keep it on your desk or use it whenever you're offline


  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Printed version
Online service



Printed version




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