Get Investment Ready with SEIS/EIS Advance Assurance
Boost your investment appeal with SEIS/EIS Advance Assurance. Let Upstack tax experts help you secure approval quickly and make your business more attractive to investors.
What is the SEIS and EIS Investment Scheme?
The SEIS (Seed Enterprise Investment Scheme) and EIS (Enterprise Investment Scheme) are government-backed programs designed to help UK startups attract investment by offering significant tax benefits to investors. Securing Advance Assurance for SEIS/EIS makes your business more attractive to potential investors, giving them confidence in the tax relief they’ll receive. At Upstack, we guide you through the entire process, ensuring your application is accurate and submitted promptly.
SEIS and EIS Qualifying Conditions
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Seed Enterprise Investment Scheme
SEIS Focuses on Early-Stage Companies:
✔️ Eligible if trading for less than 3 years from first commercial sale
✔️ Maximum of 25 employees
✔️ Up to £250,000 in eligible inward investment
✔️ Gross assets must be below £350,000 at the time of share issuance
✔️ Investors can claim 50% tax relief on their investment
✔️ Loss relief available for investors at their highest income tax rate on the net investment
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HMRC Sends SEIS/EIS Form
EIS Supports Larger, More Established Companies:
✔️ Eligible if trading for less than 7 years from first commercial sale
✔️ Maximum of 250 employees
✔️ Eligible for up to £5 million in investment per tax year, and up to £12 million over the company’s lifetime
✔️ Gross assets must be below £15 million at the time of share issuance
✔️ Investors can claim 30% tax relief on their investment
✔️ Loss relief available for investors at their highest income tax rate on the net investment
Our 3-Step (S)EIS Application Process at Upstack
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1. Fill in the Questions
Provide us with the necessary information, and our experts will review your supporting documents. We’ll prepare and submit your application to HMRC along with the compliance statement.
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2. HMRC Sends SEIS/EIS Form
HMRC typically responds within 2 to 4 weeks, providing your SEIS/EIS authorisation code.
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3. SEIS/EIS Certificates Are Ready
Once we have your authorisation code, your SEIS/EIS certificates will be ready, allowing you to raise investment confidently.
Get ready to pitch to investors
Get SEIS or EIS Advance Assurance application that is ready for HMRC approval, fast.
£250 + VAT (no subscription needed)
What’s included?
Personalised Service: Every (S)EIS application is handled by experienced professionals, not automated systems.
Fully-compliant application: Our SIES/EIS experts will review your applications and submit to the HMRC with no hidden fees.
A dedicated team: Our team has deep experience in SEIS and EIS, guiding you every step of the way. Ask us anything – we’re here 9am to 5pm Mon – Fri
Frequently Asked SEIS /EIS Questions
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S/EIS Advance Assurance is a provisional indication from HMRC that the company qualifies for SEIS and EIS.
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On average, HMRC takes 2 to 4 weeks to respond after submitting your application.
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Yes, companies can apply for both schemes, typically starting with SEIS for early-stage funding and moving to EIS for later rounds.
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SEIS allows you to raise up to £150,000, while EIS enables you to raise up to £5 million annually.
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EIS Advance Assurance remains valid until your company issues shares. After that, you'll need to complete a compliance statement for investors to claim tax relief.
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Investors can claim EIS tax relief once the company has issued shares and submitted an EIS compliance statement to HMRC, which provides an EIS3 certificate for the investor.
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To qualify for EIS, investors must hold their shares for at least 3 years and not own more than 30% of the company. They must also invest in a company that meets HMRC’s criteria for EIS.
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Investors can claim loss relief if the company performs poorly. This is done by applying the loss against their income or capital gains in the same or previous tax year, using their highest income tax rate.