The smartest, most diversified EIS fund on the market

Open for investment

Access EIS is the only EIS fund that builds portfolios of the optimal size for return potential with hand-picked, high quality companies at a lower cost to the investor.

We spent over three years indexing and analysing the UK startup market and building a fund which identifies and co-invests with some of the UK's top performing angel investors.

Our approach to EIS investing builds clients large portfolios of 50 companies per year across all sectors, optimising growth potential and minimising risk.

Monitor client portfolios and download claim documents online

Our advisors are able to monitor multiple client portfolios online through our tailored investor dashboards. When it’s time to make a claim for tax relief, our one-click system lets users download an easy to use summary sheet of the details they’ll need to make their EIS claim.

Our efficient system keeps our fees competitive

Thanks to the efficiencies of our model our fees are lower than the industry average, meaning more of your clients’ funds are invested and more EIS relief can be claimed.

Tax reliefs

Up to 30% income tax relief.

The maximum investment that can be claimed on in a single year is £1m. This annual maximum rises to £2m if investments are made in Knowledge Intensive Companies (KICs).

0% tax on EIS gains.

If EIS shares are sold at a profit, any gain made on that investment is tax free.

Capital gains deferral.

Any gain you make through selling other assets can be reinvested in EIS, and deferred for as long as the investment is held.

Inheritance tax relief.

EIS shares are exempt from inheritance tax, as they qualify for Business Property Relief (BPR), but shares must have been held for two years prior to death.