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.
Our recent webinar covered the SR Carry Back EIS Fund I in detail — specifically, the data-driven process we use to identify which companies in our existing portfolio are on a demonstrable growth trajectory. CEO Graham Schwikkard walked through the strategy, the shortlisted companies, and what makes this fund different from our flagship Access EIS Fund.
The SR Carry Back Fund I was also built for investors who are seeking to deploy capital before the tax year-end. Unlike our Access EIS Fund, which deploys over 12 months, this fund is structured for full deployment in March 2026, allowing you to carry back tax relief to the 2024/25 period. The deadline to invest is 11 March. Tax treatment depends on individual circumstances and may be subject to change.
To find out more, visit the Carry Back Fund page here.
Please note: our office hours are weekdays, 9.30am - 5.30pm.
