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.
Oakfield partners have over 50 years combined experience in private equity and have been instrumental in the growth of many successful companies.
Our strategy is to invest in a limited number of proven businesses that are often already profitable.
We seek out, through our direct network, businesses that have non-strategic owners, are underutilised or under invested.
We avoid new ventures, biotech and unproven technologies. We employ a low-leverage, operationally-led approach to private equity investment.
Our portfolio companies now employ over 250 people.
Oakfield Capital is authorised and regulated by the Financial Conduct Authority (FCA).