- Invest in the HMRC approved Knowledge Intensive EIS fund which allows you to carry back EIS tax relief to 2022/23, or the benefit of investing in this current year, deadline October 31st (capital at risk, depending on individual circumstances)
- Two part investment focus of Access & Incubation, providing unique opportunities and reducing investment risk by being deeply involved.
- Aiming to build a diverse portfolio for investors with an initial Portfolio of 5-10 unquoted and/or AIM-listed companies.
HRMC Approved | Yes |
---|---|
Fund Status | Open, Closing on 31st October 2023 |
Fund Size | Target £10m |
Current AUM | £3.2m |
Total Manager's AUM | £7.5m |
Expected Exit | 3-7 years |
Founder's Investment | Minimum 10% of every investment |
Benefits | Income, inheritance, capital gains tax and other benefits |
EIS tax relief is very attractive for UK tax payers
You invest £50k
EIS gives you £15k tax relief from HMRC
EIS gives you £25k tax relief from HMRC
Investment now worth £100k
£50k profit
income tax relief £15k
performance incentive £10k
net profit £55k
Investment still worth £50k
£0 profit
income tax relief £15k
performance incentive £0
net profit £15k
Investment now worth £0
£50k loss
income tax relief £15k
loss relief £15,750 *
performance incentive £0
capital loss £19,250
* Loss relief calculated on higher rate tax bracket Worked example is net of any fund fees
*Tax relief depends on an individual’s circumstances and may change in the future.
- +History in grassroots science
We have a track record of nurturing and investing in emerging life science and tech companies – the o2h ventures team are leaders in the biotech community and have been involved as investors, holding various board/industry positions awe well as being engaged in grassroot scientific activity for over 20 years.
- +Evaluation
- +Access to scientific talents
- +Business model
our portfolio
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- o2h Ventures – Embracing autumn with exciting updates and amazing achievements! 12 October, 2023
- o2h Ventures continues to back Pencil Biosciences in its £5.6M Seed investment 29 September, 2023
- o2h Ventures qualified as a finalist as Best EIS Manager – Specialist at Growth Investor Awards 2023 14 August, 2023