• Infrastructure EIS

    Investing in EIS companies which own infrastructure assets

CURRENTLY CLOSED TO NEW APPLICATIONS

Through an investment in the Oxford Capital Infrastructure EIS, you can benefit from EIS tax advantages by acquiring shares in one or more EIS-qualifying companies that own and operate infrastructure assets. We aim to invest in companies capable of generating stable revenues through long-term contracts.

EIS3 certificates (the HMRC paperwork needed in order to claim tax reliefs) will typically be received around 12 months after the date of the share purchase, but could take longer. We aim to sell your shares to a strategic acquirer and return capital to you after the fourth year of your investment.

  • Target return of £1.10 per £1 invested after four years, net of relevant charges and excluding EIS Income Tax Relief.
  • Income Tax relief equal to 30% of the amount invested into qualifying shares.
  • No Capital Gains Tax to pay on exit, provided shares held for at least three years.
  • Capital gains from other assets can be deferred using your EIS investment, and could be eliminated if you hold the EIS on death.
  • 100% Inheritance Tax relief, provided you own the shares for at least two years and still own them on death.
  • £25,000 minimum subscription, no maximum subscription.
  • It is possible not all investments will result in a successful sale and you can lose some or all of your capital.
  • This is a long-term investment and you cannot withdraw your capital. You will only receive proceeds when the underlying companies are successfully sold.
  • Tax advantages are summarised based on current legislation, depend on your personal circumstances and are subject to change.
  • Investment should only be made once you have read the full Information Memorandum, particularly the sections which cover risks and charges.

James Hipkiss

James has responsibility for the team that manages Oxford Capital’s relationships with wealth mana

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James Faulkner

James looks after a number of Oxford Capital’s key relationships with national accounts as well as

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Thomas Attwooll

Tom has responsibility for a number of Oxford Capital’s key national account relationships as well

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Clarissa McKay

Clarissa provides support to the Wealth Managers & Advisers team.

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TO SPEAK TO A MEMBER OF OUR TEAM CALL +44 (0)1865 860 760

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