University of Nottingham is ranked 7th in the UK for research power, and is in the top 10 UK universities for life science and deep tech spin-outs. Nottingham Technology Ventures has spent close to a decade turning that research strength into commercial outcomes through a portfolio of high quality spin-outs.
Claim up to 30% income tax relief on investments; no capital gains tax on growth; deferral relief on capital gains, inheritance tax relief after 2 years, plus loss relief protection. Tax treatment subject to status and change.
Exits from University of Nottingham spin-outs have generated over £18m for the university since 2014, at an average multiple of more than 4x, achieved through a mix of trade sales and public listings. Past performance is not a reliable indicator of future results.
A £100,000 investment can result in a £30,000 reduction in your income tax bill for that year. You can invest up to £1m a year, rising to £2m if the first £1m is in knowledge intensive companies.
You can apply relief to the previous year if you still have allowance available. By using allowances for both years, you could invest up to £2m at once.
Capital Gains Deferral Relief allows you to defer capital gains equal to the amount you invest in EIS-qualifying companies.
You normally don't pay capital gains tax (CGT) when selling EIS shares if you claimed income tax relief and the companies still meet requirements.
EIS investments qualify for relief from inheritance tax provided that the investment has been held for at least two years and remains unlisted.
In the event of negative performance, the net amount of the loss can be offset against taxable income in the year the loss is made or carried back to the previous tax year.
Alice is the CEO of Nottingham Technology Ventures, leading on new venture creation, and management of the University of Nottingham’s two internal investment funds. She has worked…
James has been part of the team at Nottingham Technology Ventures since summer 2019, working with colleagues across the University of Nottingham setting up new companies and suppor…
George is a 20 year University commercialisation professional with a significant track record in IP licensing, spin-out company creation, and portfolio management. George has an En…
| Setup Fee | 2% drawn upfront from subscription |
| Annual Management Fees | Years 1-3: 2% per year retained upfront Years 4-7: 2% per year, deducted from distributions Years 8-10: 0.75% deducted from distributions |
| Performance Fee | 20% with no hurdle on a portfolio basis |
Please note: our office hours are weekdays, 9.30am - 5.30pm.