Join Dr. Paul Mattick as he runs through how Mercia’s EIS funds performed in May 2022.

(Capital at Risk. Past performance is not a reliable indicator of future return)

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Register for the next EIS webinar here

Join Dr. Paul Mattick and Ruth Coleman as they go through the details of Mercia’s EIS recent exits performance.

The pair will be discuss Genba Digital, Snappy Shopper, In-Part and BEW to name a few.

(Capital at Risk. Past performance is not a reliable indicator of future return)

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Register for the next EIS webinar here

Join Dr. Paul Mattick and Stefan Helm as they walk you through the launch of Mercia’s  Knowledge-Intensive Impact EIS.

Reasons to consider investing:

  • To have a positive societal impact
  • To reduce your 2020/2021 taxes
  • The low minimum of £10,000 provides access to a new investors

Other important factors to consider:

  • Fund closes on 4th April 2022, with carry back to 2020/2021
  • Create diverse portfolios of impactful, high-growth businesses across multiple sectors
  • Aim to triple invested capital in 5-7 years, including tax reliefs, with additional societal benefits

(Capital at Risk. Past performance is not a reliable indicator of future return)

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Register for the next EIS webinar here

In this webinar, we compare and contrast the different tax-efficient funds that Mercia offers that are currently raising funds:

– Northern VCTs
– Mercia EIS
– Impact KI fund

Although there are differential tax benefits of these different funds, at the core we are investing in high growth business.

Our Business Development Manager Clare Houghton and Head of Sales and Investor Relations Dr Paul Mattick, discuss the differential uses of these tax products, their relative risk profiles and various case studies.

(Capital at Risk. Past performance is not a reliable indicator of future return)

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Register for the next EIS webinar here

Our Life Sciences division is led by Peter Dines, who is also Mercia Asset Management PLC’s COO.

Many EIS funds invest in only Software, however we invests across both Software and Life Sciences, and we will explain why we believe a wider technology focused strategy offers benefits.

Peter will discuss the specific subsectors in Life Sciences in which we are currently focusing on, our ability to support companies from an early stage through to realisation, and he will describe how we help the companies along the way.

In addition to outlining various other Life Sciences’ companies in the portfolio, Peter will present a case study of how we have supported Sense Biodetection.

(Capital at Risk. Past performance is not a reliable indicator of future return)

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Register for the next EIS webinar here

Dr. Paul Mattick is joined by Deputy Fund Principal Jill Williams and EIS Fund Operations Manager, Gina Hood, to discuss why Mercia is focusing on Impact, and the benefits of the Knowledge-Intensive (KI) approved EIS fund.

Our approved fund enables income tax carry back to 2020/2021.

We are investing in mission-led companies targeting three UN SDGs.

The fund aims to triple invested capital in 5-7 years, including tax reliefs, and will benefit from additional company-specific non-financial returns.

(Capital at Risk. Past performance is not a reliable indicator of future return)

Visit Mercia’s EIS area
Register for the next EIS webinar here

Dr. Paul Mattick is joined by Investment Associate, Rob Bennett as they both outline the latest Mercia EIS performance.

(Capital at Risk. Past performance is not a reliable indicator of future return)

Visit Mercia’s EIS area
Register for the next EIS webinar here

EIS investments are made into early-stage, high-growth private companies. Unquoted investments are by their nature illiquid, and so exits are vitally important in managing this high-growth asset class.

Therefore, investors and advisers should look at EIS fund managers exit track record very closely before committing capital.

However, there are many different types of exit in the EIS industry, ranging from the high multiple cash exit in three years and one day, all the way across a spectrum to a low value exit in under three years, with no cash consideration and the sale proceeds paid in the acquirers stock.

In the last year, the Mercia EIS Fund has delivered four 8x and one 20x exits, so we have a lot of recent experience in this area. Most of our exits have intentionally been simple, but this is not always possible.

Dr. Paul Mattick presents various case studies of different exit scenarios.

(Capital at Risk. Past performance is not a reliable indicator of future return)

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In this webinar, Dr Paul Mattick discusses with the financial planner Stephen Jones (of Clear Solutions IFA)  the benefits of EIS and VCTs.

There are many areas covered, including why an investor may chose a VCT over an EIS (or vice versa), stage/types of companies invested, expected hold period and costs.

The Northern VCTs joined the Mercia group in 2019, and since then there has been progressive alignment between our two tax efficient products, however, there remains some substantial differences.

Mercia manages both Mercia EIS and Northern VCTs, and we will introduce our offerings. Paul and Stephen were joined by Aaron Lawson-Clark from the Northern VCTs and Srikar Karri from the Mercia EIS Fund. Aaron and Srikar provided details of the current portfolio companies, recent exits and future pipeline.

(Capital at Risk. Past performance is not a reliable indicator of future return)

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The great Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”

Rapid EIS portfolio company growth can create value appreciation, and we target a 15% year-on-year, with the various tax reliefs enhancing returns further.

Valuation growth within an EIS portfolio will not be consistent, and realisation of the unquoted value is also a challenge, but Mercia has considerable experience in these areas.

The net cost of an EIS fund can be very low if all the EIS tax benefits are available (income, CGT deferral, loss relief).

In this webinar, Dr Paul Mattick will describe strategies to maximise portfolio growth, fully utilise the tax reliefs available, and provide guidance on the expected timing of cash flows.

There will also be a worked example of Mercia’s existing portfolio. As a sneak preview, if an investor put £25k (net) into our first ten EIS funds (£250k cost) from 2013 to 2018, the portfolio would be valued at £600k including tax reliefs, and there would have been £300k already returned*.

*Past performance is not a reliable indicator of future returns.

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