This app is based on the expertise of leading practitioners and will help you determine if a share offer qualifies for Enterprise Investment Scheme (EIS) tax relief. It concludes each case with a clear summary, along with detailed narrative in plain English explaining the reasoning behind the conclusion.
If the share offer appears to qualify for EIS the app provides additional support for companies in their communications with HMRC. If the investment round is yet to take place the app will create a complete Advance Assurance letter for submission to HMRC, allowing a company to pre-qualify its offer for potential investors. If the offer is now closed the app will generate the appropriate EIS1 form for retrospective application to HMRC for EIS status.
Note that this app does not seek to quantify the relief or any reduction to it, merely to establish qualification.
EIS Advisor is in the beta stage of development and can at present be accessed by invitation only. If you are interested in participating in our beta programme or learning more about our knowledge automation services, please contact us at [email protected].
Disclaimer
Please note that all advice offered by EIS Advisor is provided ‘as is’, and no warranties or representations are made as to its correctness or fitness for your particular circumstances. If in doubt please consult a professional financial advisor.