IW Capital launches EIS Portfolio Service

9th October 2019

IW Capital have announced the launch of their innovative new EIS Portfolio Service, allowing access to investment into the UK’s wealth of high-growth SMEs through the EIS. The service will cater to both advisers and private investors with a simple transparent fee structure providing investors the ability to claim tax relief on the full investment amount.

Launched after considerable demand from IFAs, the service will allow easier routes to investment in a fast-growing sector of the UK economy for clients looking to diversify their portfolios with high-growth private companies.

The evergreen service will target established businesses that are revenue generating and on a path to profit. IW Capital selects opportunities through a rigorous selection process from over 500 opportunities a year, seeking experienced management teams in interesting sectors with strong potential for growth.

Details of the service:

  • A simple fee structure
  • IW Capital is also fully accredited to provide structured CPD and has strong processes in place alongside a solid reporting platform through Exact Libris.
  • There is also an ability to deploy funds quickly across five current EIS qualifying companies with these likely to be invested by the end of October 2019 with EIS3 certificates likely to be available in January 2020. The target portfolio allocation over 12 months is five companies.
  • Minimum investment of £10,000 for the Self-Select service where qualifying investors have the ability to build a portfolio of individual EIS companies.
  • Minimum investment for the Investment Management Facility of £10,000 with allocation across at least four investee companies

We are hugely excited to be launching the service on the back of overwhelming demand from IFAs to provide a managed service for clients looking for high-growth opportunities with tax efficiency through the EIS. We have made the offering as simple, clear, fair and not misleading as possible and by offering co-investment with our private clients who are experienced seasoned professionals, we hope to deliver the best possible growth outcomes for all of the portfolio companies backed through the service.

We have seen more demand than ever before, both from our investor base and in terms of deal flow, and so we feel this comes at an ideal time to launch. With the addition of this service, IW Capital will be looking to deploy in excess of £100m into UK-based growth companies over the next three years.

To find out more about IW Capital, or for more information on investment and non-executive opportunities, please speak to a member of the IW Capital team today on 020 7015 2250, or email info@iwcapital.co.uk