CrowdRating’s EIS & SEIS Investment Calculator BETA

Illustrating the impact of EIS and SEIS on your investments and returns

Welcome to our Calculator. We always wanted to have a calculator that made it easy to work out what tax reliefs you may be able claim. And to get an idea of what returns you might make on your investments when you use EIS or SEIS. So we built one!

We hope you enjoy using it, as much as we do.

This is a beta version of the full calculator we will be launching soon, so please send us any comments you have so we can make the final version really great.

Alex Heath and Modwenna Rees-Mogg, Founders of CrowdRating

How to use this Calculator

1.    Gather information on your investment and tax bills
2.    Fill in the boxes below
3.    Click SUBMIT to reveal results

NOTE: This calculator is for straightforward tax scenarios. If you have complex tax affairs you should consult a Tax Adviser

HOW MUCH DO YOU WANT TO INVEST?
In SEIS: £	In EIS: £

You can also claim tax relief on last year’s tax bill. How much extra do you want to invest and use against last year’s tax bill?
In SEIS: £	In EIS: £

WHAT WAS YOUR INCOME TAX BILL?
This year: £	Last year: £

DO YOU HAVE ANY CAPITAL GAINS TAX (CGT) TO PAY?
CGT relief is treated differently for SEIS and EIS. For SEIS you get Reinvestment Relief and for EIS you get Deferral Relief. If you do not have any CGT to pay, ignore this section.
SEIS CGT Reinvestment Relief	EIS CGT Deferral Relief
CGT bill this tax year: £	Previous EIS investment: £
Current marginal rate of CGT e.g. 28% %	Total capital gains you want to defer: £

HOW MUCH CASH DO YOU EXPECT TO MAKE WHEN YOU SELL THESE SHARES?
SEIS: £	EIS: £

Disclaimer

www.eiscalculator.com is owned and operated by Wheatfromchaff Limited (trading as Crowdrating) in the United Kingdom for illustrative purposes only. It should NOT be relied upon by users for computation of specific SEIS or EIS tax liability in respect of any one or a portfolio of investments.
This calculator is based on the rules for SEIS and EIS in place as at January 2016. Users should note that these rules are subject to change at any time. Whilst Wheatfromchaff Ltd will use its best endeavours to ensure that the calculator is updated if the rules change, it makes no guarantee that it will do so.
Wheatfromchaff does not accept any liability whatsoever for any direct or consequential loss however so arising, directly or indirectly, from any use of this of this or any other information or contents on this or its other websites.
Any income tax, capital gains or other tax relief will depend on personal circumstances and, if any person is unsure of his or her own potential tax liabilities or what tax reliefs may be available to him or her then he or she should seek professional advice from a qualified tax adviser. Taxation treatment depends on the individual circumstances of the investor and may change in the future. Users accept that this is a general and illustrative calculator only and therefore may not be able to make calculations that suit your personal circumstances.
In particular the calculator does NOT take into account the following:

If the investor qualifies for Entrepreneurs’ Relief
The limits available to an investor in a specific company raising funding because of the circumstances of the company itself and/or investors in it
In relation to carry back, if the investor has already used all or part of the SEIS or EIS allowance in the previous year
Users of the calculator should note that you cannot get both SEIS and EIS relief on different portions of shares issued to investors in the same company on the same day

Potential investors are recommended to seek independent advice from an investment adviser authorised under the Financial Services and Markets Act 2000, and an appropriately qualified taxation adviser, before investing.
Investors seeking to take advantage of tax relief in prior years are encouraged to invest in such a way that they give time for an investment programme to conclude by the end of the current tax year (usually 5th April).
If you invest you may receive back less that they invested as investments may fall as well as rise in value. Investors should obtain independent advice based on their own circumstances before making investment decisions. By using this calculator you are bound by the foregoing limitations.
Neither this calculator nor any results created from it may be reproduced, redistributed or copied in whole or in part for any purpose. This calculator and any results created from it are being distributed in the UK and the European Union (EU) only and are not to be distributed in any other jurisdictions where their distribution may be restricted by law and persons into whose possession this or any other reports come should inform themselves about and observe such restrictions.
This calculator does not constitute an offer or a solicitation to buy or sell any securities whatsoever. Results from it should not be so construed, nor should it or any part of it form the basis of, or be relied on in connection with, any contract or commitment whatsoever. The calculations used in this calculator are based on the current HMRC rules for SEIS and EIS investment and has been obtained from sources that Wheatfromchaff believes to be reliable and accurate. It has been verified to the best of our ability. However, it has not been independently verified and no representation or warranty, express or implied, is made as to the accuracy or completeness of any information obtained from third parties. The calculator is subject to change without notice. The results from the calculator take no account of the investors/ individual circumstances and should not be taken as specific advice on the merits of any investment decision. Investors should consider any or all of the results published by the calculator as only a single factor in making any investment decisions.
Wheatfromchaff Limited registered office is Kilver Court, Kilver Street, Shepton Mallet, Somerset, BA4 5NF and telephone number +44 (0) 1749 347 577. Telephone calls may be recorded.