Launch webinar: Octopus Ventures Knowledge Intensive EIS Fund

The Octopus Ventures Knowledge Intensive EIS Fund 23/24 is open to new investment. Watch this webinar to learn more about how the Fund could support your clients' tax-year end planning.

The Fund will give investors:

• The opportunity to access around 10-20 early-stage companies selected for their unique growth potential by Octopus Ventures, one of Europe’s largest venture capital firms.¹
• The ability to claim tax relief on their entire investment within the tax year (23/24), not the date each investment is made.
• One of the only ways to carry income tax relief back to last tax year (2022/23), with just one EIS certificate issued for ease of administration.

This webinar will cover:

• How the Octopus Ventures Knowledge Intensive EIS Fund works, the kinds of companies it will invest in, and the tax reliefs available.
• The team behind the Fund and how their approach, scale, and expertise helps to uncover business potential, such as the likes of Zoopla, Graze, Depop and Secret Escapes.
• The outlook for venture capital and the supportive environment being created for early-stage companies in the UK.
• How your clients could benefit and next steps.

Key investment risks:

• The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
• Tax treatment depends on personal circumstances and may change in the future.
• Tax reliefs depend on portfolio companies maintaining their qualifying status
• EIS investments could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
• These investments have minimum holding periods. If shares are sold before the minimum holding period, reliefs claimed will have to be repaid. Other reliefs may no longer be available.

¹ 2022 Annual Interactive Global League Tables, Pitchbook, 9 February 2023.

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