Sovereign EIS Fund
The Sovereign EIS Fund is an Alternative Investment Fund (“AIF”) investing in EIS-qualifying companies in the media sector.
The Sovereign team has over 400 years combined experience in media and entertainment investments.
Investments are made into a library of premium media content, generating income from multiple revenue streams in over 150 countries worldwide. Investment is focussed on diversified and non-correlated asset classes, across music, film and television.
Income Tax Relief
Capital Gains Tax deferral
Capital Gains Tax 30 day rule
Inheritance Tax Relief
Carry Back available
Business Investment Relief available
Fees (all fees are taken from the
underlying investee companies)
Investors in EIS are incentivised with relief on Income Tax, Capital Gains Tax and Inheritance Tax
Yes, with no limit on investment
30 day EIS investment available, facilitated via discretionary closes
Yes, Inheritance Tax exemption after 2 years
Mandatory, all investee companies trading, with HMRC Advance Assurance
Within 2 working days of Fund close
In up to 5 companies, across media sub-sectors
Yes. If UK-resident & non UK-domiciled. Tax-free remittance from overseas income and gains.
EIS is a qualifying investment. No limit on investment.
£1.40 over 4-5 years
£1m per tax year
2% Initial Charge
1% Annual Management Charge