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The Enterprise
Investment Scheme


The Enterprise Investment Scheme (EIS) is a government initiative to encourage investment in unquoted small and medium-sized businesses. Individuals can invest up to £1 million per annum and investments must be held for a minimum of three years. The tax incentives are:

  • 30% income tax relief
  • Exemption from Capital Gains Tax (CGT) on disposal
  • CGT deferral available
  • Up to 100% inheritance tax relief after two years
  • Loss relief against income tax

Taken together, these tax incentives enable high rate taxpayers to risk no more than 38.5% of capital invested.

Oakfield Capital Partners does not provide tax advice and recommends you consult with a professional advisor if you are unsure of any aspects of the EIS legalisation.

Investing

in UK small-cap companies
to create value through growth

We are Oakfield

Oakfield Capital is a private equity firm that invests in small-cap businesses in the UK.

We partner with management teams, providing capital and expertise to grow successful businesses that can deliver significant capital gains through operational improvement.

We are active owners and invest our own money in each deal, aligning our interests with those who invest alongside us.

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Latest News

19.08.20 - Oakfield Capital Portfolio Company Firstcom Europe Finalises €29M for Further Acquisitions and Refinancing

12.09.19 - Oakfield Capital Partners leads follow-on investment in The Doctors Clinic Group

18.01.19 - Oakfield Capital Partners leads follow-on investment in The Edward Alexander Group

18.01.19 - Oakfield Capital Partners leads follow-on investment in Firstcom

05.12.18 - Oakfield Capital Partners provides growth capital for London Doctors Clinic

29.11.18 - Oakfield Capital Partners invests in Cordic

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Oakfield Capital Partners is authorised & regulated in the UK by the Financial Conduct Authority. | Terms of Use