EIS Services Companies in the UK: Practical Overview and Selection Guide
AC
Acumon Chartered Accountants·17 min read
The Enterprise Investment Scheme (EIS) plays an important role in the UK's investment landscape, helping early-stage businesses attract funding while offering tax incentives to eligible investors. As a result, a wide range of firms now provide EIS-related services, from tax and compliance advice to investment structuring and fundraising support.
The UK market includes specialist tax advisers, accountancy firms, investment managers and corporate finance consultancies, each bringing a different perspective to the EIS process. Some focus on helping investors understand the available reliefs, while others work closely with growing businesses seeking to raise capital or navigate HMRC requirements.
This guide highlights a selection of firms offering EIS services in the UK. Rather than ranking providers, it provides practical context on the types of services available, the organisations these firms typically support, and the areas in which they have developed expertise. Whether you're an investor exploring tax-efficient opportunities or a business considering EIS as part of a funding strategy, understanding the different approaches can help you identify the support that's most relevant to your circumstances.
Acumon
Acumon is a UK firm of chartered accountants and advisors providing Enterprise Investment Scheme (EIS) services to businesses and investors across the UK.
The firm works with owner-managed businesses, growing companies, investors and corporate groups seeking to understand and benefit from the Enterprise Investment Scheme. EIS services are designed to help organisations and individuals navigate the scheme's requirements while supporting tax compliance and investment planning.
Acumon provides EIS services as part of its wider accounting and tax advisory offering. The firm supports clients with EIS eligibility, advance assurance applications, tax compliance, financial reporting and ongoing advisory services, helping businesses and investors manage their obligations throughout the investment process.
Acumon holds a Public Interest Entity (PIE) audit licence, enabling the firm to support organisations subject to enhanced regulatory oversight in the United Kingdom. In addition to its UK statutory audit registration, the firm also maintains audit licences in the Cayman Islands, British Virgin Islands (BVI), Jersey and Isle of Man. These licences enable the firm to support organisations operating across multiple jurisdictions.
The Enterprise Investment Scheme provides tax reliefs designed to encourage investment in qualifying businesses. Professional advice can help organisations and investors understand the relevant legislation, meet compliance requirements and manage the tax implications associated with EIS investments.
Acumon works with business owners, directors, shareholders, investors and finance teams to support EIS requirements while helping organisations strengthen tax compliance, financial reporting and governance processes.
Enterprise Investment Scheme (EIS) Capabilities
Acumon provides EIS services across a wide range of organisational structures and sectors.
These include:
UK companies and corporate groups
owner-managed businesses and growing companies
UK subsidiaries of international groups
regulated organisations
organisations operating across multiple jurisdictions
investment-focused businesses
EIS engagements are typically led by experienced professionals with direct involvement throughout the engagement.
Regulatory Licences and Registrations
Acumon holds several audit registrations that enable it to support organisations operating across multiple jurisdictions.
These include:
UK statutory audit registration
Public Interest Entity (PIE) audit licence
Jersey audit licence
Isle of Man audit licence
Cayman Islands audit licence
British Virgin Islands audit licence
These registrations allow the firm to support organisations operating across both the UK and key international financial centres.
Core Services
In addition to Enterprise Investment Scheme (EIS) services, Acumon provides a range of accounting, tax and advisory services.
These include:
Enterprise Investment Scheme (EIS) services
tax advisory and compliance
statutory external audit
group and subsidiary audits
Public Interest Entity (PIE) audits
charity and not-for-profit audit
internal audit and governance reviews
risk management and compliance support
EIS work is often delivered alongside discussions with management regarding tax planning, investment structures, financial reporting and long-term business growth.
Many organisations seek EIS support as they raise investment, expand their operations and respond to evolving tax legislation.
Acumon works with organisations that are:
growing and evolving their operations
strengthening financial management
enhancing governance and internal controls
meeting statutory and regulatory requirements
operating across multiple jurisdictions
planning for future development
Early engagement can help ensure that EIS compliance, tax reporting and investment planning remain aligned with current legislation and organisational objectives.
Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
Phone: 020 8567 3451
Perrys Chartered Accountants
Perrys Chartered Accountants advise both companies looking to raise investment through the Enterprise Investment Scheme and investors planning to use the available tax reliefs. Their EIS work sits within a wider accountancy and tax practice, giving clients access to guidance throughout the funding process. They explain the qualifying conditions, discuss how the scheme works in practice and assist with the steps needed before and after an investment takes place.
For businesses, the focus includes preparing for an EIS funding round and dealing with the compliance requirements that follow, including submissions to HMRC. Investors can seek advice on claiming available tax reliefs, understanding holding requirements and dealing with areas such as capital gains and loss relief. Their approach covers both the commercial and tax aspects of the scheme, making EIS part of a broader financial planning conversation.
Key Highlights
Advises businesses raising investment through EIS
Supports investors claiming available EIS tax reliefs
PKF Francis Clark works with companies preparing to raise investment under the Enterprise Investment Scheme and Seed Enterprise Investment Scheme, alongside investors looking to understand the available tax reliefs. Their tax specialists assess whether a business is likely to meet the qualifying conditions and advise on the practical steps involved before a funding round begins.
As funding progresses, they assist with advance assurance applications and provide guidance where previous investment rounds have created technical issues that need resolving. Their work continues after investment has been secured, helping companies remain compliant with the rules that apply throughout the qualifying period and supporting investors with tax relief claims where appropriate.
BDO advises companies that are planning to raise equity finance through the Enterprise Investment Scheme and Venture Capital Trusts, with guidance centred on meeting the legislative requirements before and after an investment round. Their EIS work covers the qualifying conditions, investment limits, share requirements and the practical steps businesses need to consider when preparing for fundraising.
A significant part of their support involves reviewing whether a company qualifies for the scheme and helping with HMRC advance assurance before shares are issued. They also assist with compliance after investment, including the process for obtaining EIS certificates that allow investors to claim tax relief. Their approach focuses on reducing issues that could affect eligibility during the lifetime of the investment.
Key Highlights
Advises companies raising finance through EIS
Covers EIS and Venture Capital Trust funding
Reviews company eligibility before fundraising
Assists with HMRC advance assurance
Supports post-investment compliance
Guidance on qualifying shares and legislative requirements
Accounting Wise focus on SEIS and EIS support for startups, growing businesses and individual investors across the UK. Their service combines accounting and tax advice with practical assistance throughout the application process, helping businesses understand the conditions attached to both schemes before seeking investment.
Clients can receive support with HMRC advance assurance, compliance forms and tax relief claims, along with guidance on the paperwork involved after investment has been completed. EIS and SEIS form part of a broader accounting service, making it possible to manage fundraising requirements alongside ongoing tax and financial reporting.
Key Highlights
Advises businesses and investors on EIS and SEIS
Supports HMRC application processes
Assists with tax relief claims
Nationwide accountancy practice
EIS services integrated with wider accounting support
Address: The Carriages, Station Road, Ware, SG12 9PL UK
Phone: 0330 113 8442
Fusion Accountants
Fusion Accountants focus on SEIS and EIS support for startups that are preparing to raise external investment. Their work covers the practical and tax aspects of both schemes, including business structure, qualifying conditions and the documentation needed before approaching investors. The service is aimed at businesses that want to make sure their funding plans meet HMRC requirements from the beginning.
As the fundraising process moves forward, they assist with advance assurance applications and ongoing compliance so investors can retain access to the available tax reliefs. Their collaboration with legal specialists also allows clients to deal with shared documentation and HMRC submissions alongside their accounting and tax matters, keeping the process in one place.
Key Highlights
Focus on SEIS and EIS for startups
Assists with investment readiness
Supports HMRC advance assurance applications
Covers compliance throughout the investment period
Works alongside legal specialists on funding matters
Combines tax and accounting advice with fundraising support
AccTek works with startups preparing for investment through the Enterprise Investment Scheme and Seed Enterprise Investment Scheme, with an emphasis on the steps founders need to complete before raising capital. Their approach brings together accounting, fundraising preparation and compliance, giving early-stage businesses a clearer path through the technical requirements of both schemes.
Beyond the initial application, they manage advance assurance, compliance statements and investor documentation while helping founders maintain eligibility after shares have been issued. Their EIS support is closely connected with startup accounting, financial reporting and tax planning, making it suitable for businesses that expect fundraising to be part of their long-term growth.
Key Highlights
Focuses on startups seeking SEIS and EIS investment
Address: 71–75 Shelton Street, London, WC2H 9JQ, United Kingdom
DNS Accountants
DNS Accountants advise both businesses and investors using the Enterprise Investment Scheme and Seed Enterprise Investment Scheme. Their EIS services cover the key stages of the investment process, from checking whether a company meets the qualifying conditions to preparing the documents needed for HMRC. They also explain how the available tax reliefs apply to different investment scenarios, helping clients understand the rules before decisions are made.
For companies seeking investment, the process includes support with advance assurance applications, shareholder documentation and compliance submissions after shares have been issued. Investors can receive guidance on claiming tax relief and obtaining the certificates required for their tax returns. EIS and SEIS advice forms part of a wider tax and accountancy service for startups and growing businesses.
Key Highlights
Advises businesses and investors on EIS and SEIS
Reviews company eligibility before fundraising
Assists with HMRC advance assurance
Supports compliance after share issues
Guidance on investor tax reliefs
EIS services delivered within a wider accountancy practice
Address: DNS House, 382 Kenton Road, Harrow, Middlesex, HA3 8DP
Phone: 03330602437
Startup Accountants UK
Startup Accountants UK focus on SEIS and EIS advice for startups preparing to raise investment. Their service covers the planning stage before a funding round begins, helping founders understand whether their business meets the qualifying conditions and what needs to be in place before approaching investors. Alongside tax matters, they look at how the funding process fits into the wider financial planning of an early-stage business.
One area they place particular attention on is preparing businesses for HMRC advance assurance and the documentation investors commonly expect to see. They remain involved after investment planning has started, helping companies deal with compliance requirements and maintain their eligibility throughout the qualifying period. SEIS and EIS advice is offered alongside startup accounting, tax reliefs and growth planning, giving founders a single point of support as their business develops.
Key Highlights
Focus on SEIS and EIS for startups
Supports businesses preparing for investment
Assists with HMRC advance assurance
Guidance on qualifying conditions
Covers fundraising planning and compliance
SEIS and EIS advice integrated with startup accounting
ABM Chartered Accountants advise investors claiming tax relief through EIS and SEIS while supporting companies issuing qualifying shares under both schemes. Their services cover the tax and compliance requirements linked to venture capital reliefs, helping clients complete the necessary steps before claims are submitted to HMRC.
For businesses raising investment, they assist with advance assurance applications and the preparation of compliance statements so investors can receive the certificates needed to claim relief. Investors can seek guidance on income tax relief, capital gains tax treatment, loss relief and carry-back elections, making the service relevant throughout the life of an investment rather than only at the point of subscription.
Address: Suite 3G/H, 10 Tiller Rd, Canary Wharf Estate, London E14 8PX, UK
Phone: +44 (0) 771 827 7546
Braant
Braant explains how the Enterprise Investment Scheme can support both investors and companies by setting out the qualifying conditions and tax rules that apply before an investment takes place. Their EIS guidance covers eligibility, excluded trades, company requirements and the conditions that need to be maintained after shares have been issued, giving clients a clearer understanding of how the scheme operates in practice.
Attention is given to areas that can affect a company's ability to qualify, including the risk to capital test, ownership rules and the use of funds raised through EIS. Alongside advice for businesses seeking investment, they help investors understand the tax reliefs available under the scheme, including income tax relief, capital gains tax treatment and loss relief where applicable.
Alliotts advise growing businesses and investors using SEIS and EIS as part of their funding and tax planning. Their role includes helping companies establish whether they meet the qualifying conditions, explaining the requirements of each scheme and assisting with the preparation needed before approaching HMRC. The service is designed for businesses seeking investment as well as investors looking to understand the available tax reliefs.
Clearance applications, compliance with HMRC guidance and investment planning form an important part of their work. Their advisers support companies through the application process while helping investors consider how SEIS or EIS fits into wider tax planning. This creates a balanced service that covers both the funding side of the schemes and the tax considerations that follow.
Key Highlights
Advises on both SEIS and EIS
Supports companies seeking investment
Assists with HMRC clearance applications
Guidance for investors on available tax reliefs
Covers compliance with scheme requirements
Experience across business tax and corporate finance
Accounts and Legal advise businesses planning to raise funding through the Enterprise Investment Scheme by helping them understand whether they qualify and what needs to be completed before seeking investment. Their EIS service combines tax planning with practical support around fundraising, giving companies guidance on the financial and compliance issues linked to the scheme.
HMRC advance assurance, due diligence and investment planning form part of the process, with advice extending beyond the initial application. Investors can receive support when reviewing EIS opportunities, including guidance on investment structure, tax planning and the factors that may influence the risks and potential tax reliefs available through the scheme.
Key Highlights
Supports businesses using EIS to raise investment
Assists with HMRC advance assurance
Advises on EIS eligibility
Covers due diligence linked to fundraising
Guidance for both businesses and investors
Combines tax planning with investment support
Services
EIS eligibility assessments
HMRC advance assurance applications
Investment due diligence support
Investor tax planning
Investment structuring guidance
EIS fundraising support
Tax relief guidance
Share issue planning
Contact Information
Website: accountsandlegal.co.uk
Address: The Hop Exchange, 24 Southwark Street, South Bank, London, SE1 1TY
Phone: 020 7043 4000
Mercer & Hole
Mercer & Hole advise companies raising investment through EIS alongside investors claiming the associated tax reliefs. Their work focuses on helping clients understand the technical rules of the scheme before investment takes place, reducing the risk of issues that could affect eligibility or result in tax relief being withdrawn later.
Planning continues after funding has been secured through assistance with HMRC compliance, investor certification and reviews of future business decisions that could influence qualifying status. They pay close attention to how changes in ownership, funding structures or business activity may affect existing EIS investments, making ongoing compliance an important part of their approach.
ClearTax Group brings together advisory, compliance and planning services for businesses using the Enterprise Investment Scheme and Seed Enterprise Investment Scheme. Their approach starts with checking whether a company satisfies the qualifying conditions before moving on to the practical steps needed for an investment round. This helps founders prepare for fundraising while keeping HMRC requirements in mind from the outset.
Beyond the initial review, attention shifts to advance assurance, compliance statements and the ongoing obligations that continue after investment has been received. Guidance extends to business structuring, funding strategy and regulatory changes that may affect future eligibility, allowing companies to manage EIS and SEIS requirements as they continue to grow.
Key Highlights
Advises on both EIS and SEIS
Reviews company eligibility before fundraising
Assists with HMRC advance assurance
Supports compliance throughout the investment period
Guidance on business structuring and funding
Monitors regulatory changes affecting EIS and SEIS
Choosing an EIS adviser is often less about finding a single approach and more about finding one that matches your circumstances. Some firms focus on helping startups prepare for investment, while others place greater emphasis on investor tax planning, HMRC compliance or managing the ongoing requirements that follow a share issue.
The firms in this guide offer different strengths, so it is worth comparing the services they provide, their experience with EIS and SEIS, and whether they support companies, investors or both. Taking the time to assess these factors can make the process smoother and help ensure the requirements of the Enterprise Investment Scheme are managed correctly from the early planning stage through to ongoing compliance.
AC
Written by the Acumon team
Acumon is an ICAEW-registered firm of chartered accountants and registered auditors
based in London, with offices in Pitstone, Aylesbury and Bournemouth. Need advice on
anything covered here? Talk to us.
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