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.
All our Funds are evergreen with closings on the normal quarter days and full investment shortly thereafter, this means investors’ commitment is deployed quickly which, in turn, results in timely receipt of (S)EIS certificates. Please be aware that all private investors are asked to complete a client suitability and applicability form.
Social Investment Tax Relief (SITR) offers an efficient way to invest, and an opportunity to be an important part of initiatives which are focused on delivering real benefits to society, specifically to help those with a pressing 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 desperately-needed 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 Adolescent Care SITR Fund.
For more details on the tax benefits on offer, please read the Innvotec Know More About EIS SEIS SITR Guide.