Investors

Investors

Innvotec has over thirty years' experience of investing in private companies, primarily in the start-up and early-stage phase.

As well as focusing on venture capital and developing an increasingly broad range of specialist and generalist tax-efficient funds, Innvotec seeks to identify opportunities from around the world. Innvotec has historically raised funds for investment within the broad remit of Private Equity. Innvotec is evolving as a firm and exploring new and additional Fund management opportunities compatible with its status as an Alternative Investment Fund Manager.

Innvotec prides itself on having investor friendly charging structures. Its regulatory permissions enable it to supply a full range of Nominee services which underpin full transparency on fees.

Private (S)EIS Investing

For the UK private investor, tax-efficient fund structures such as EIS and SEIS, enable UK taxpayers to access a diversified portfolio of early-stage and private companies that meet HMRC qualifying status. These companies have been identified as having the potential for significant capital growth, while the structure of the fund provides investors with tax reliefs which mitigate downside and enhance returns.

HMRC qualifying status Potential for capital growth Provide with tax reliefs
private (s)eis
investing

eis Investing

The Enterprise Investment Schemes (EIS) provide investors with the ability to hold a diversified portfolio of eligible start-up, early-stage and later-stage private companies. The EIS offers UK private investors various tax reliefs* including:

  • Individual Income Tax relief of up to 30% per year (limited to £1m invested per tax year or £2m if at least £1m of this is in knowledge-intensive businesses such as life sciences);
  • Capital Gains Tax relief on the sale of shares held for three years or more;
  • Inheritance Tax relief on shares bought and held via the EIS for two years;
  • Loss relief on an investment at the individual’s income tax rate;
* Investors should contact a qualified tax adviser and/or financial advisor for appropriate advice.
private (s)eis
investing

Seis Investing

The Seed Enterprise Investment Scheme (SEIS) allows investment in eligible start-up ventures and provides incentives in the form of tax reliefs to the UK investor. The tax reliefs*  offered include:

  • 50% Income Tax relief on up to £100,000 invested;
  • Capital Gains Tax relief on the sale of shares held for three years or more;
  • Capital Gains Tax reinvestment relief and partial exemption from capital gains tax to be paid;
  • Loss relief on an investment at the individual’s income tax rate;
* Investors should contact a qualified tax adviser and/or financial advisor for appropriate advice.

Institutional Investing

Innvotec’s Global Technology Fund offers institutional investors the opportunity to invest in early stage technology companies around the world that offer the potential for above-average Capital Growth.

advisors

Innvotec’s tax efficient funds for both SEIS and EIS provide investors with the opportunity to participate in the growth of new, early stage companies through a diversified portfolio focused on identified sectors.


The portfolios provide investors with various tax reliefs including Income Tax, Capital Gains Tax and Inheritance Tax.

Family Offices

Innvotec shareholder base is international and includes both individuals and institutions. The company is an ideal partner for those family offices seeking a window on global technology in the venture capital and private equity space.