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.

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

"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 had been disappointed by the returns available through the conventional share investments – and more recently by the widely varying performance of VCTs. 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. "
"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 OION fund was therefore an ideal way to spread this risk across multiple businesses and sectors and still enjoy the exceptional levels of tax relief. 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. 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. "
"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."