Can you offer full deployment within the same tax year?
Yes. The Blackfinch Ventures EIS Portfolios aim to deploy funds within 12 months of receipt. For clients wishing to secure EIS investments in the current tax year, we also offer a tax year-end deployment option for funds received by our published March cut-off date.
To enable this, investors must sign a diversification waiver, allowing funds to be deployed even if the portfolio contains fewer than our usual minimum of ten companies.
Over the past five years, all funds received by the cut-off date have been fully deployed within the same tax year into portfolios containing at least ten companies.