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:
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.
Alex has 14 years of private equity experience. Prior to joining Oakfield, he was CEO of Alfa Capital Partners, a private equity firm with $300m of investments in Eastern Europe. Alex worked as Director of private equity for Lord Jacob Rothschild at First Arrow and RIT Capital Partners. He started his private equity career in London with Lehman Brothers in 2000 and his corporate finance career with Creditanstalt Investment Bank in New York in 1996.
Alex has been a scholar of the Soros Foundation at the LSE and received B.A. in Economics with distinction from MSU.