EIS and SEIS aiming to allot shares this tax year

Archived article

Archived article: please remember tax and investment rules and circumstances can change over time. This article reflects our views at the time of publication.

Around this time of the year, one of the most frequent questions investors ask is: which EIS and SEIS investments plan to allot shares this tax year? 

The timing of the allotment is relevant because if your EIS or SEIS shares are allotted before 5 April, you should be able to choose whether to use the income tax relief against tax you owe for the current tax year or against tax you’ve already paid for the previous one (known as “carry back”).

Below is a list of EIS and SEIS investments aiming to allot before 5 April 2020. 

Go straight to: EIS single company offers | EIS Funds | SEIS Funds

Please note: timings are not guaranteed. In some cases, only part of your subscription may be allotted this tax year. Cleared funds must be received by the deadlines quoted below – payment should be made by bank transfer to avoid being affected by any disruptions to the postal or cheque banking systems. These deadlines were supplied by the providers in February 2020 and could change. Tax rules can change and benefits depend on circumstances.

Important: The information on this website is for experienced investors. It is not advice nor a research or personal recommendation to invest. If you’re unsure, please seek advice. Investments are for the long term. They are high risk and illiquid and can fall as well as rise in value, so you could get back less than you invest.


EIS single company offers

These are private offers for experienced investors. Capital is at risk.

Unfortunately, there are no EIS single company offers still planning to allot in the current tax year – the latest deadline was 5pm on 3 April. It is, however, still possible to invest in EIS single companies or funds allotting in the 2020/21 tax year. 

EIS funds

Unfortunately, there are no EIS fund offers still planning to allot in the current tax year – the latest deadline was 2pm on 3 April. It is, however, still possible to invest in EIS funds allotting in the 2020/21 tax year. 

SEIS Funds

Unfortunately, there are no SEIS offers still planning to allot in the current tax year – the latest deadline was 2pm on 1 April. It is, however, possible to invest in SEIS funds allotting in the 2020/21 tax year.

About our Featured Offers

Offers marked with a golden “W” are our “Featured Offers”. They are our favourites among current offers, chosen purely on investment merit. This is not a personal recommendation to invest. Read more on how we choose 

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.

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