Individual investors

Whether represented by an adviser or conducting your own affairs, we welcome enquiries from private and individual investors who are interested in learning more about Innvotec, our approach to investing and, of course, our funds. Our team is here to guide you through our various Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS) and Social Investment Tax Relief (SITR) offerings.

We pride our business on offering a reporting style that is personal and centres on your needs as an individual investor. Furthermore, we understand that the discerning investor values complete transparency in his or her dealings, which is why we apply no hidden or initial charges, so you receive tax relief on 100 per cent of your commitment. We also base our performance fee on success across a portfolio not within a single company.

Tax relief is given on our managed EIS and SEIS funds as-and-when an underlying investment is made. Private investors can make use of the tax relief either in the tax year in which the investment was made, or in the year prior.

Please be aware that all private investors are asked to complete a client suitability and applicability form.

"I invested in the Innvotec SEIS fund in 2013 and have been delighted with its performance over the past 4 years. Having got to know John M and the team who manage Innvotec, I find them approachable, responsive and full of integrity with an exceptional pre-investment approach. As an adjunct, I have also taken up an investor/mentor role with one of the invested FinTech businesses, which is incredibly stimulating and fulfilling   I look forward to developing our wider "working together" stuff when we meet in July John.   ."
"As a busy GP, I had been disappointed by the returns available through the conventional share investments – and more recently by the widely varying performance of VCTs. Although ETF’s are attractive – they offer very little in the way of tax advantages – and as part of a broader portfolio of investments – a managed EIS/S EIS fund held many attractions. Specifically, I was looking for a tax-efficient way of investing in high potential businesses. I also recognised that I have neither the time – nor experience – to be able to seek out and manage investments in such early-stage companies Investing through an SEIS/EIS hybrid fund provides access to both types of such businesses – and also ensures that the full tax advantages of such investment are maximised. I was attracted to Innvotec as a fund manager, both by virtue of its excellent track record in both EIS and SEIS funds, and the fact that its charges among are amongst the lowest in the sector. Communication with the fund has been both regular and informative; the semi-annual reports on the investments have been particularly encouraging ."
"As a retired plc director I had some knowledge of investment, but being relatively new to such early-stage businesses, I was also concerned about risk. The fund was therefore an ideal way to spread this risk across multiple businesses and sectors and still enjoy the exceptional levels of tax relief. I particularly like the way Innvotec work with OION to pre-qualify business opportunities for investment. Its investment portfolio is spread across a variety of different sectors – not just technology – and this may provide a better potential balance between risk and reward In the first semi-annual report I was delighted to see the progress which of the achieved within the fund - and will be including the new hybrid fund within my investment portfolio for this tax year."
"As a retired city lawyer, I was looking for a tax efficient – but hands off – scheme which would enable me to achieve both deductibility at the point of investment, and avoidance of capital gains. I was also attracted to the opportunity to support and back emerging enterprises from their earliest stages. Fund administration and communication by Innvotec have been to a particularly high standard; compliance with HMRC rules is straightforward, and as part of a broader investment portfolio, managed SEIS funds have an important role to play ."
"As an architect running a busy partnership, I was looking for a way of investing within a scheme which offered both high potential growth, and commensurate tax efficiency. In parallel, with a large CGT bill about to crystallise on our parallel property development business, the attraction of an EIS/SEIS hybrid fund was immediate – and clear. Innvotec – with one of the longest track records within its sector, and a consistent and high level published returns – seemed an immediate and obvious choice. I have been particularly impressed by the level of personal contact which I’ve been able to achieve both with the fund management team, and equally with the administration team at Innvotec’s head office. I intend to invest a substantially larger sum within the fund over the next 12 months, to achieve both deductibility against my income tax bill – and again – the ability to better manage crystallised CGT gains ."
"Together with colleagues, I have introduced a number of private clients to the Innvotec managed funds. A key element of our selection criteria is transparency. Both ourselves and our clients appreciate a firm whose product charging really does favour the private investor. We have become accustomed to good performance, a highly professional team and quality of service.."

Investing in society and social enterprises

Social Investment Tax Relief (SITR) offers an efficient way to invest, and an opportunity to be an important part of asset-backed initiatives which are focused on delivering benefits to society, specifically to help those with a real need. The ethos of our social investment strategy is to support sizeable businesses, on most occasions community interest care companies, that provide a significant service to large communities.

By the very nature of their business, such companies are operated to provide a service whilst not operating at a loss. Our SITR funds are very much designed to help such companies purchase the assets needed in their business and, as such, have a focus on capital preservation whilst funding essential services to those less fortunate.

See our Funds section to find out more about the Young London Today SITR fund.

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Innvotec Limited is a registered company in England & Wales. Registration Number: 2030086. Registered Office: Stable Cottage, Castle Hill, Rotherfield, East Sussex TN6 3RR. *This is not our contact address. For the contact address please click here*