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Investors can claim a number of valuable tax reliefs when they invest in an EIS Fund. See what tax relief is potentially available to you based on your investment amount and tax bracket.
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IMPORTANT:EIS tax reliefs are subject to individual circumstances and may change. The 30% income tax relief and 45% loss relief rates shown are current as of June 2025 but are not guaranteed. Investors should seek independent tax advice. Tax benefits depend on personal circumstances and tax legislation may change.
Your estimated tax benefits
EIS tax relief is available on deployed funds (investment after fees). This example assumes 2% setup fee and 3 years of 2% annual management fees.
Income Tax Relief (30%)
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Up to 30% of the amount deployed in investee companies in the year of investment, subject to the amount of income tax payable and an annual investment limit of £1m (irrespective of marginal tax rate, although your income tax bill must exceed the relief you claim).
£2,760
Tax-free Growth
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When EIS qualifying investments are sold the capital gains are tax exempt, also subject to the shares having been held for at least three years and claiming income tax relief on the original investment
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Potential Loss Relief
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If EIS shares are sold for less than the amount invested (net of income tax relief), loss relief is available. For this calculator we've assumed 38% of the underlying shares are sold at 100% loss because of our research into the startup market (https://www.syndicateroom.com/guides-and-reports/whitepaper-power-law. )
£1,101
Inheritance Tax Relief
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EIS investments qualify for 100% relief from inheritance tax under current legislation, provided that the investment has been held for at least two years, it is still held at time of death and remains unlisted. This calculation assumes no growth in the investment
£3,680
Capital Gains Deferral
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A gain made on the sale of other assets can be reinvested in EIS-qualifying shares and deferred over the life of the investment. Download our guide for more information
Investing in early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution, and it should be done only as part of a diversified portfolio. Tax relief depends on an individual’s circumstances and may change in the future. In addition, the availability of tax relief depends on the company invested in maintaining its qualifying status. Past performance is not a reliable indicator of future performance. You should not rely on any past performance as a guarantee of future investment performance.
This page has been approved as a financial promotion by Syndicate Room Ltd, which is authorised and regulated by the Financial Conduct Authority (No. 613021).
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Syndicate Room Ltd is registered in England and Wales. Number 07697935. Registered office: Wellington House, East Road, Cambridge, Cambridgeshire, CB1 1BH, United Kingdom
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