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SEIS & EIS Tax Relief Calculator

See the numbers instantly.

Strengthen your fundraising story with clear, credible numbers. Use our SEIS & EIS calculator to estimate potential tax relief and investor returns. When you're ready, speak to our team about applying for Advance Assurance with Vestd.

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Founder framing.

Day-one tax position
 
Scenario visualisation
Exit scenario comparison

Gross return vs net investor gain across exit multiples, after all tax reliefs applied.

 
 
Gross return Net gain (incl. relief)
Full scenario breakdown
Exit Gross return Income tax relief Net gain / loss ROI on net cost CGT saved / loss relief
THE SHARETECH PLATFORM

See Vestd in action

Watch the video to take a closer look or book a guided demo.

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MORE GUIDANCE, MORE CONTROL

Why choose Vestd

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Avoid costly delays

Guided application process

Prepare applications, manage HMRC correspondence and keep fundraising conversations moving.

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Build investor confidence

Eligibility checker

Understand your likely eligibility with our application screening, and maximise the chances of application success.

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Less admin, more growth

Compliance statements

Auto-fill compliance statements, shareholder details, and easily issue shares to save time and reduce errors.

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PROCESS

Your funding journey, in one place.

Everything you need before, during and after your raise.

1
Step 1
Prepare

Clean your cap table, update company records and organise investor documents before you raise.

2
Step 2
Apply

Apply for advance assurance end-to-end guidance and full management of all HMRC correspondence.

3
Step 3
Raise

Create an investor-ready pitch deck and showcase your opportunity with a dedicated data room.

4
Step 4
Complete

Model ownership changes, issue shares and manage stakeholders after investment.

FAQs

Excluded trades:

  • Coal or steel production
  • Farming or market gardening
  • Leasing activities
  • Legal or financial services
  • Property development
  • Running a hotel
  • Running a nursing home
  • Generation of energy
  • Production of gas or other fuel
  • Exporting electricity
  • Banking, insurance, debt or financing services
  • Dealing in land or commodities

However, if less than 20% of your overall business activities fall under one of these brackets, your company may still be eligible for SEIS. Learn more.

The risk-to-capital condition is an HMRC test designed to check if a business is genuinely using SEIS/EIS funding to grow. To qualify, businesses must:

  • Demonstrate clear growth potential
  • Prove to be a genuine risk to investors

This is to make sure that the investment is for genuine commercial purposes and not an attempt at tax avoidance.

Learn more.

If you fit the criteria for both, there's no reason why you can't go for SEIS funding first and then EIS funding later down the line. But if you do plan to use both, SEIS has to come first. You can't issue EIS shares and then issue SEIS shares after.

Using them both for the same investment round (also known as a dual round) requires careful considerations, Read more here.



 They can invest up to £1 million per tax year (this increases to £2 million if at least £1 million is invested in KICs), and claim up to 30% of this back through Income Tax relief. Learn more. 

Growth shares are perfectly fine to be issued alongside ordinary shares issued for EIS, but they can affect EIS eligibility if the waterfall isn’t structured properly. Customers who adopt the Vestd Articles of Association need not worry. Learn more. 

Even if a business initially qualifies, SEIS tax relief can be revoked within three years of issuing shares if disqualifying circumstances arise. Read these possible scenarios.

Under EIS, KICs have a higher funding limit and company age limit:

  • Up to £20m each year (max total of £40m).
  • Trading for less than 10 years (or less than 10 years since annual turnover exceeded £200,000).
Learn more.
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Want to streamline your application?

Book a free consultation to chat through your growth plans, or check your S/EIS eligibility with our quiz.

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