Risk Warning: Investing in early stage businesses can mean loss of investment, dilution and illiquidity. The Start-Up Series Fund is exclusively for sophisticated investors who understand these risks. Please click here to read the full risk warning.

THE FUND

EIS & SEIS INVESTMENTS – CHOOSE EIS, SEIS OR BOTH

INVESTING IN PRODUCT & SERVICE START-UPS IN COMPELLING MARKETS, CREATING INNOVATION & BUILDING THE BRANDS OF TOMORROW

BUSINESSES SELECTED BY REAL WORLD, COMMERCIAL ENTREPRENEURS WITH DEEP BRAND, MARKETING, RETAIL & INNOVATION EXPERTISE – WORTH CAPITAL

EXPERIENCED FUND MANAGER, AUTHORISED AND REGULATED BY THE FCA – AMERSHAM INVESTMENT MANAGEMENT

A UNIQUE APPROACH TO UK EIS & SEIS FUND INVESTING – A MONTHLY COMPETITION, AROUND ONE HUNDRED BUSINESSES CONSIDERED EACH MONTH

ONGOING OVERSIGHT FROM EXPERIENCED, INVESTOR DIRECTORS SKILLED IN ACCELERATING GROWTH & REDUCING RISK

INVESTMENTS IN ‘MINI-PORTFOLIOS’ OF TYPICALLY 3 OR 4 BUSINESSES

QUALIFYING FOR ATTRACTIVE EIS OR SEIS TAX RELIEFS

our unique model

We believe that building a diversified portfolio of seed investments based on winners of our competition series has pioneered a whole new route of equity funding. Our competition funding approach has been deliberately designed to help mitigate the risks of early stage investments.

Widely publicised nationwide business competitions…

Delivering high volume of deal flow to assess

Sophisticated distillation process run by commercial experts…

Surfacing superior entrepreneurs at fair valuations

Oversight from experienced Investor Directors…

Reducing risk & accelerating growth

Creating a ‘mini portfolio’ of EIS and/or SEIS investments…

Creating highly predictable timings for tax reliefs

What is EIS & SEIS?

The Enterprise Investment Scheme (EIS) & Seed Enterprise Investment Scheme (SEIS) have been supported by successive governments to encourage investment in small, high-growth businesses. An array of tax reliefs have been designed to reduce risk and increase return on investment.

EIS Advantages

PERSONAL INCOME TAX

30% of the investment is reclaimed from income tax owing or paid in the previous or current year

CAPITAL GAINS TAX

50% reinvestment relief directly reduce a CGT bill by half, usually worth 10% of the investment

INHERITANCE TAX

100% exempt, provided investments are held in a qualifying business for two years before passing on

CAPITAL GAINS

All profit on the investment 100% exempt from capital gains tax after being held for three years

COMPANY LOSS RELIEF

If a company fails, the net investment (total less reliefs already claimed) reduces income tax further

SEIS Advantages

PERSONAL INCOME TAX

50% of the investment is reclaimed from income tax owing or paid in the previous or current year

CAPITAL GAINS TAX

100% deferral of CGT liability on gains up to the value of the investment, for the life of the investment

INHERITANCE TAX

100% exempt, provided investments are held in a qualifying business for two years before passing on

CAPITAL GAINS

All profit on the investment 100% exempt from capital gains tax after being held for three years

COMPANY LOSS RELIEF

If a company fails, the net investment (total less reliefs already claimed) reduces income tax further

What is EIS & SEIS?

The Enterprise Investment Scheme (EIS) & Seed Enterprise Investment Scheme (SEIS) have been supported by successive governments to encourage investment in small, high-growth businesses. An array of tax reliefs have been designed to reduce risk and increase return on investment.

30% EIS income tax relief

PERSONAL INCOME TAX

30% of the investment is reclaimed from income tax owing or paid in the previous or current year

100% EIS deferral of cgt

CAPITAL GAINS TAX

100% deferral of CGT liability on gains up to the value of the investment, for the life of the investment

100% EIS inheritance tax exempt

INHERITANCE TAX

100% exempt, provided investments are held in a qualifying business for two years before passing on

100% EIS capital gains exemption

CAPITAL GAINS

All profit on the investment 100% exempt from capital gains tax after being held for three years

Worth Capital icons_navy-12

COMPANY LOSS RELIEF

If a company fails, the net investment (total less reliefs already claimed) reduces income tax further

50% SEIS income tax relief

PERSONAL INCOME TAX

50% of the investment is reclaimed from income tax owing or paid in the previous or current year

50% SEIS capital gains tax reinvestment relief

CAPITAL GAINS TAX

50% reinvestment relief directly reduce a CGT bill by half, usually worth
10% of the investment

100% SEIS inheritance tax exempt

INHERITANCE TAX

100% exempt, provided investments are held in a qualifying business for two years before passing on

100% SEIS capital gains exemption

CAPITAL GAINS

All profit on the investment 100% exempt from capital gains tax after being held for three years

Worth Capital icons_light blue-12

COMPANY LOSS RELIEF

If a company fails, the net investment (total less reliefs already claimed) reduces income tax further

businesses we have found

Our competition approach has unearthed and funded some of the brightest entrepreneurs in the UK.

MOTO TATTOO
A revolutionary method to create custom motorcycle helmets - making them better quality, more customisable and much cheaper than existing options.
VISIT WEBSITE
Nightly
A new way to book hotels – giving travellers the option to switch hotels once during their trip to get the best value, a different experience and save as much as 70%.
VISIT WEBSITE
Not Dogs
Specialising in meat-free fast-food - so good you wouldn’t miss the meat! Innovative, exciting & addictive, Not Dogs restaurants bring delicious meat-free fast food to the market in a more trustworthy & healthier way.
VISIT WEBSITE
Download information memorandum SEIS investors

Get In Touch

10 Bloomsbury Way, London WC1A 2SL