OnePlanetCapital Climate Change EIS Illustration Generator
Enter client details below to generate a bespoke, real-time tax illustration and expected returns profile.
Client Details & Parameters
OnePlanetCapital
Enterprise Investment Scheme
Tax Relief & Scenario Illustration
This illustration demonstrates the potential tax reliefs available through the Enterprise Investment Scheme (EIS) based on the investment parameters provided. It details the impact of initial charges, immediate tax benefits, and provides a downside scenario illustrating how EIS loss relief can mitigate risk to your capital.
1. Investment Breakdown
| Gross Investment | £0.00 |
| Adviser Charge (0%) | - £0.00 |
| OnePlanetCapital AMC (5 yrs upfront inc VAT) | - £0.00 |
| Net Investment in EIS Shares | £0.00 |
Tax reliefs are calculated based on the net investment subscribed for shares.
2. Initial Tax Benefits
| Income Tax Relief (30%) | £0.00 |
| CGT Deferred (0%) | £0.00 |
| Effective Initial Net Cost | £0.00 |
Effective Initial Net Cost = Net Investment - Income Tax Relief.
3. Downside Scenario (Total Loss of Investment)
EIS investments are high risk. This scenario assumes the investee company fails and the share value falls to £0. It demonstrates how loss relief (claimed at your marginal tax rate of 0%) mitigates the total capital at risk.
| Calculation Step | Amount |
|---|---|
| Net Investment in Shares | £0.00 |
| Less: Income Tax Relief Claimed | - £0.00 |
| Effective Cost at Risk (Allowable Loss) | £0.00 |
| Loss Relief Claimed (0% of Effective Cost) | - £0.00 |
| Actual Net Loss (Including Initial Adviser Fee) | £0.00 |
4. Target Returns Profile (3x Blended)
This illustrates a hypothetical portfolio of 7 companies, demonstrating a typical venture capital return distribution aiming for a 3x blended return on net invested capital. EIS benefits mean that all gains upon disposal (after 3 years) are exempt from Capital Gains Tax. A performance fee of 20% is applied to returns exceeding a £1.20 hurdle per £1 gross invested.
| Company | Allocation | Income Tax Relief | Target Multiple | Projected Exit | Loss Relief |
|---|---|---|---|---|---|
| Total Portfolio (Gross Returns) | £0.00 | £0.00 | 3.0x | £0.00 | £0.00 |
| Less: Performance Fee (20% over £1.20 per £1 invested) | -£0.00 | ||||
| Net Proceeds to Investor | £0.00 | ||||
Capital at Risk Visualisation
Important Information: This illustration is for demonstrative purposes only and does not constitute financial, investment, or tax advice. The tax treatments depend on individual circumstances and may be subject to change in future legislation. Enterprise Investment Scheme (EIS) investments are high risk, illiquid, and there is a significant risk of total capital loss.
The calculations assume that the investor has sufficient income tax liability to claim the full 30% relief, and sufficient capital gains/income to claim deferral/loss reliefs. Adviser charges are assumed to be deducted upfront from the gross investment amount. Past performance is not a reliable indicator of future results.
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