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.
Michael has held a number of senior positions in the Private Equity and Investment Banking industries.
Prior to founding Oakfield with Roy, Michael was CEO of the J. Rothschild family office, responsible for the commercial oversight of Lord Rothschild’s investments, with a particular focus on his private market deals.
Previously, he was co head (with Roy) of the growth private equity business at Deutsche Bank and a director (with Roy) at Providence Equity Partners.
Michael also worked in M&A advisory at Morgan Stanley within the Engineering, Healthcare and Real Estate groups.
Michael has a first class MA in Electronic and Information Engineering from Cambridge University and an MBA with Distinction from INSEAD.