EIS Calculator
Try out our EIS Calculator and find out how the EIS tax benefits may affect your investment.
Try out our EIS Calculator and find out how the EIS tax benefits may affect your investment.
Try out our EIS Calculator by following these steps
Try adjusting the EIS Expected Investment Portfolio Performance slider and see the effect displayed in the Expected Investment Performance Table below and the bar chart to the side.
You can also customise the Income and Capital Gains Tax rates to suit your personal tax circumstances.
EIS | NON-EIS | |
|
£ | EIS | Non-EIS |
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Investment | ||
EIS Income Tax Relief | N/A | |
Total Investment Return | ||
Capital Gains Tax | N/A | 0 |
EIS Loss Relief | N/A | |
Total Profit/(Loss) (including tax reliefs) |
Our investment products may place your capital at risk and the value of them may go down as well as up and an investor may not get back the amount they invest. Investments in unquoted early stage/small companies and funds that invest in these smaller companies, including but not limited to, the Seed Enterprise Investment Scheme (SEIS), Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT), Social Investment Tax Reliefs (SITR) and are high risk and you should not invest unless you can afford total loss or if you are likely to require the capital in the near term since such investments can be difficult to realise.
The tax treatment of the investments depends on the individual circumstances of each investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status. This information provided on our website is based on our understanding of current taxation law and HM Revenue and Customs practice, which may change in the future. The content of our website is not intended to constitute investment, tax or legal advice. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. We recommend you seek independent advice before investing in our investment products.
Kin Capital Ltd, East Side, King's Cross, London, N1C 4AX
Tel: 0203 743 3100 | Email: info@kincapital.co.uk
Kin Capital comprises Kin Capital Partners LLP (FRN: 656789), registered office address: Hyde Park House, 5 Manfred Road, London, SW15 2RS. Registered No. OC395229 and Enterprise Investment Partners LLP (FRN: 604439), registered office address: Hyde Park House, 5 Manfred Road, London, SW15 2RS. Registered No. OC357090, both of which are authorised and regulated by the Financial Conduct Authority (FCA). Kin Capital Ltd is an appointed representative of Kin Capital Partners LLP.
© 2021 Kin Capital. All rights reserved.
Before you download the Information Memorandum and Application Form for this product, we need to ensure you are qualified to view this investment.
Investments of this type carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, and may be maybe subject to change and depend on the EIS tax reliefs are dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full IM and the detailed risk factors contained therein. Such investments are not right for everyone. In order to learn more, please confirm which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
Before you download the Information Memorandum and Application Form for this product, the Financial Conduct Authority (FCA) rules require us to assess whether you are permitted to do so.
Investments of this type are long term, carry risks to capital and are illiquid in nature. Tax reliefs depend on individual circumstances, may be withdrawn and may be subject to change. Tax reliefs are also dependent on investee companies maintaining their qualifying status. Investments should only be made on consideration of the full Information Memorandum and the detailed risk factors contained therein. Such investments are not appropriate for everyone. In order to learn more, please confirm in which capacity your interest is in.
At Kin, we offer a range of investment products. Please note, investments should only be made on consideration of the full IM and the detailed risk factors contained therein. Such investments are not right for everyone.
Investment may not be suitable for all investors. Investors should be aware that investments in unquoted early stage companies and funds that invest in these smaller companies, including but not limited to, the Enterprise Investment Scheme (EIS), Venture Capital Trusts (VCT) and the Seed Enterprise Investment Scheme (SEIS) carry a high level of risk. The value of an investment may go down as well as up, and investors may lose all funds invested. These investments are highly illiquid and as such, there may not be a readily available market to sell such an investment. As such, investors should not invest if likely to require the capital in the near term. Tax reliefs are dependent on individual circumstances, and are subject to change in the future. The availability of tax reliefs depends on companies invested in maintaining their qualifying status. Past performance is not a reliable indicator of future performance. Investee companies forms part of a wider portfolio of investee companies, and any decision to invest should be made only on the basis of the relevant Information Memorandum. Investors should review the further risks and Risk Factors section contained within the Information Memorandum. Investee companies may not achieve targets, may incur unexpected costs and may be subject to economic, legal, regulatory or other factors which could result in the Company’s failure.
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Your shares lose all their value, however, you will not lose everything you invested! Investing in an EIS allows you to claim 30% Income Tax Relief and 45% Loss Relief on at risk capital (capital invested after 30% EIS income tax relief). For example, if you invested £10,000, and you dispose of your shares for nothing, you still receive £3,000 income tax relief and Loss Relief of £3,150 (risk capital multiplied by 45% income tax rate). Thus making your actual loss only £3,850 or 38.5% of your investment.
You dispose of your shares for 30% less than you purchased them for. However, under the EIS you have received 30% of your investment rebated through Income Tax Relief and therefore you break even! For example, if you invested £10,000 and you dispose of your shares for £7,000, together with £3,000 (30% of £10,000) income tax relief, you still breakeven!
You dispose of your shares at the price you purchased them. You will not lose any of your investment, nor will you make any profit. However, by investing in an EIS you have gained an Income Tax rebate of 30% of your investment!
Your shares were sold with a considerable uplift on purchase price and 175% of your original investment was returned. (E.g. You invested £10,000 and sold your shares for £17,500. You will have received an Income Tax rebate of 30% of your investment, thus making your total return £20,500 (£10,500 not including the original investment). Under the EIS Scheme all profits made are Capital Gains Tax Free!
Your shares were sold with a considerable uplift on purchase price and 250% of your original investment was returned. (E.g. You invested £10,000 and sold your shares for £25,000. You will have received an Income Tax rebate of 30% of your investment, thus making your total return £28,000 (£18,000 not including the original investment). Under the EIS Scheme all profits made are Capital Gains Tax Free!