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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

Seasonality – Investing all year round using SEIS and EIS
May 18 2021

Following the tax year end we need to dispel the misconception that S/EIS investing is seasonality driven and based around the end of the tax year.

As we move into an era of rebuilding the economy, investing in innovative British businesses has never been more important.

Successful S/EIS investing is down to good planning and not just timing and importantly access to exciting investment opportunities all year round.

Let’s look at a couple of the discussion areas:

Investor Considerations and Financial Planning

EIS and SEIS are becoming increasingly more important as financial planning tools within an adviser’s offering as well as for direct investors.

Historically there has been a cyclical feel to investing in EIS/SEIS opportunities, however as S/EIS investments are growing in importance alongside and being incorporated into an investors overall portfolio there is a strong case for investments to be spread across the year.  Financial planning is not just a one month of the year process there are a number of key areas that need to be planned for and taking into consideration all year round, including:

  • EIS can reduce income tax liabilities
  • EIS as a retirement planning alternative
  • Re-Investment of Capital Gains
  • Extracting business tax-efficiently
  • ISA and Pension Cap limits have been met

“At o2h Ventures we are approaching an all-year round investing model with quarterly closing of our SEIS fund and bi annual closings of the HMRC approved knowledge intensive EIS fund.”

The Investment Opportunities

UK early stage companies are going to play a crucial role in driving the post-Covid economic recovery and S/EIS provides the equity funding needed by these companies at the same time as offering investors attractive growth and potential. 

Companies need funding not just at the tax year end… SEIS in particular gives investors an opportunity to get in at the start of a business when there can be excitement and buzz around the prospect of the next big thing.

It is very apparent that S/EIS are fully focused on growing and developing businesses and are playing a significant role in rebuilding, strengthening the economy and supporting UK entrepreneurs…

In addition as a specialist fund manager we are seeing trends in the market around company valuation data and the opportunity to invest in exciting emerging opportunities.  Post a pre seed round when SEIS investment is key to the next stage valuations are increasing in general steadily and having the opportunity to access these opportunities all year round is key to the company’s fundraise but also a favourable investment spot for investors.

“As a fund manager at o2h Ventures we are evaluating exciting companies all year round and whilst working on a pipeline of opportunities to ensure that investors capital is deployed in a timely manner.

For more information on our investment opportunities click here.“

*capital at risk

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o2h-ventures
o2h Ventures Limited
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The Mill SciTech Park,
Mill Lane, Hauxton
Cambridge
CB22 5HX
07341612481
invest@o2h.com
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Please refer to the relevant fund’s full risk warnings contained in their Information Memorandums.
Your capital is at risk. 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. o2h Ventures’ funds are targeted exclusively at sophisticated or high net worth investors who understand these risks and make their own investment decisions. 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.
o2h ventures Limited is regulated and authorised by the Financial Conduct Authority (FRN 812245). Capital at risk, only suitable for high net worth and sophisticated investors
© 2025 o2h ventures
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Risk Information

Due to the potential for losses, the Financial Conduct Authority (FCA) considers this investment to be high risk

What are the key risks?

1 – You could lose all the money you invest

• If the business you invest in fails, you are likely to lose 100% of the money you invest. Most start-up businesses fail.

2 – You are unlikely to be protected if something goes wrong

• Protection from the Financial Services Compensation Scheme (FSCS), in relation to claims against failed regulated firms, does not cover poor investment performance. Try the FSCS investment protection checker here. (https://www.fscs.org.uk/check/investment-protection-checker)

• Protection from the Financial Ombudsman Service (FOS) does not cover poor investment performance. If you have a complaint against an FCA-regulated firm, FOS may be able to consider it. Learn more about FOS protection here. (https://www.financial-ombudsman.org.uk/consumers)

3 – You won’t get your money back quickly

• Even if the business you invest in is successful, it may take several years to get your money back. You are unlikely to be able to sell your investment early.

• The most likely way to get your money back is if the business is bought by another business or lists its shares on an exchange such as the London Stock Exchange. These events are not common.

• If you are investing in a start-up business, you should not expect to get your money back through dividends. Start-up businesses rarely pay these.

4 – Don’t put all your eggs in one basket

• Putting all your money into a single business or type of investment for example, is risky. Spreading your money across different investments makes you less dependent on any one to do well.

• A good rule of thumb is not to invest more than 10% of your money in high-risk investments (https://www.fca.org.uk/investsmart/5-questions-ask-you-invest)

5 – The value of your investment can be reduced

• The percentage of the business that you own will decrease if the business issues more shares. This could mean that the value of your investment reduces, depending on how much the business grows. Most start-up businesses issue multiple rounds of shares.

• These new shares could have addition rights that your shares don’t have, such as the right to receive a fixed dividend, which could further reduce your chances of getting a return on your investment.

If you are interested in learning more about how to protect yourself, visit the FCA’s website here (https://www.fca.org.uk/investsmart)