Enterprise Investment Scheme (EIS) Advice
We help Cardiff businesses unlock growth funding through the Enterprise Investment Scheme, guiding you from eligibility checks to HMRC approval so you can attract investors with confidence. With nearly ten years supporting South Wales SMEs, we make the EIS process clear and manageable.
How we support your EIS journey
From initial eligibility reviews to securing advance assurance and staying compliant post-investment, we cover every step of the Enterprise Investment Scheme process.
Eligibility Assessment
We review your company structure, trading activity and asset levels to confirm you meet HMRC's qualifying criteria before you apply.
HMRC Advance Assurance
We prepare and submit your advance assurance application, giving investors confidence before they commit funds.
Compliance Certificate Preparation
We handle the EIS3 compliance statement process once shares are issued, ensuring investors can claim their tax reliefs.
Ongoing Compliance Monitoring
We track the three-year compliance period to protect investor tax reliefs and keep your business on the right side of HMRC rules.
How we help you raise funding through EIS
The Enterprise Investment Scheme opens the door to serious growth capital for qualifying businesses, but the rules can feel like a maze. We work with Cardiff and South Wales companies at early to mid-growth stage to assess eligibility, secure HMRC approvals, and attract investors by making the tax incentives as clear as possible. Whether you are launching a new product, expanding your team or entering new markets, EIS advice turns complex regulations into a practical funding route.
We start by checking whether your business qualifies: UK-based, fewer than 250 employees, gross assets under £15 million, and operating a trade HMRC considers eligible. If restructuring is needed to meet the criteria, we will talk you through the options. Once we are confident you fit the scheme, we can apply for advance assurance, an optional but powerful step that reassures potential investors before they write a cheque.
Advance assurance gives investors confidence before they commit, and it gives you a clearer path to funding.
More information
What you can raise and what investors gain
Your company can raise up to £10 million in a twelve-month period through EIS, or up to £20 million if you qualify as knowledge-intensive. Investors, in return, benefit from 30% Income Tax relief on their investment, Capital Gains Tax exemption after holding shares for three years, CGT deferral on other gains, and Inheritance Tax relief. These incentives make your business far more attractive to private investors who might otherwise sit on the sidelines.
Once HMRC approves your application and shares are issued, we prepare the compliance certificate (EIS3) and unique reference number that investors need to claim their reliefs. This is not a one-off process. You must remain compliant for at least three years or risk the withdrawal of investor tax reliefs, which is why we offer ongoing monitoring to keep you on track.
Why Cardiff businesses choose us for EIS advice
We have spent nearly a decade working with South Wales SMEs, from tech startups in Cardiff Bay to manufacturing firms in the valleys. We understand the local funding landscape and the practical challenges of scaling a business while juggling compliance. EIS is not a guaranteed pot of money, investment still depends on investor appetite, but it is one of the most tax-efficient ways to attract private capital in the UK. We make sure you qualify, stay qualified, and present your opportunity in the strongest possible light.
If you are exploring EIS for the first time or have been turned away by complexity in the past, a free consultation will give you clarity on whether the scheme fits your growth plans.
Worth considering
HMRC Enquiry & Investigation Support
Support with HMRC enquiries and investigations, from the first letter to the final outcome. We organise records, manage deadlines, and deal with HMRC on your behalf.
HMRC Enquiry & Investigation Support→Business Tax Planning
Plan ahead for Corporation Tax or Self Assessment, forecast what you will owe, and use allowances, expenses and profit extraction sensibly.
Business Tax Planning→R&D Tax Credits
Claim R&D Tax Credits without the stress. We confirm eligibility, calculate qualifying costs, write the supporting report, and submit the claim with your Corporation Tax return.
R&D Tax Credits→Corporation Tax Planning
Get a clear estimate of your company’s corporation tax, plan director pay and spending, and avoid nasty surprises at year end with practical, plain-English advice.
Corporation Tax Planning→Corporation Tax Returns
CT600 and iXBRL preparation and filing for limited companies, with clear tax calculations, allowance checks, and deadline tracking so you stay compliant and avoid surprises.
Corporation Tax Returns→Before you apply
Here are the questions Cardiff businesses ask us most often about raising funds through the Enterprise Investment Scheme.
Does my business qualify for EIS?
What is advance assurance and do I need it?
How much can I raise through EIS?
What tax reliefs do investors receive?
How long does the EIS approval process take?
What happens if I break the compliance rules?
Can I use EIS if I've already raised funding?
How much does EIS advice cost?
Let's talk about funding your growth
Book a free consultation and we'll assess whether EIS is right for your business, with no obligation and no jargon.
Book a free consultation