The EIS Navigator 102 EIS is 30! The past, present and future of the scheme with Christiana Stewart-Lockhart of the EIS Association
The Enterprise Investment Scheme (EIS) is now 30 years old! To celebrate, we asked Christiana Stewart-Lockhart, Director General of the EIS Association, onto the podcast to discuss the past, present and future of the scheme.
In a wide ranging discussion we talk about:
- the founding of EIS
- the progress it has made
- what has made it so successful
- renewal of the scheme and the efforts underpinning it
- why EIS is still not as well known as it should be
- how awareness could be increased
- the progress with improving diversity and regional investing
- the effects of the recent changes to SEIS limits
Christiana brings together both the big picture on the importance of the tax advantaged schemes and the small scale that each company and investor represents. Its a great discussion - enjoy!
PS This was recorded before the recent Treasury announcement that the EU has approved the extension of EIS.
00:50 Christiana introduces herself and the EIS Association
04:00 The founding of EIS and how it has progressed
07:25 Why has EIS been successful
12:15 How the Patient Capital Review changed the schemes
14:00 Lobbying for the scheme extension
18:50 Why EIS is not as well known as we would like
26:50 How do we increase awareness
30:15 Role of financial advisers
34:45 Progress with diversity of founders and expanding into regions
41:00 Effect of changes to SEIS limits
43:00 Looking forward
46:10 Favourite questions
Links
EIS Association website - https://eisa.og.uk/
HMRC 2023 EIS Statistics - https://www.gov.uk/government/statistics/enterprise-investment-scheme-seed-enterprise-investment-scheme-and-social-investment-tax-relief-may-2024
30th Anniversary of EIS event - https://eisa.org.uk/30th-anniversary-of-eis/
Subscribe to the EIS Navigator podcast on most services here: https://the-eis-navigator.captivate.fm/listen
Suggested books and media
Alchemy by Rory Sutherland
Bio
Christiana Stewart-Lockhart
Director General, EIS Association
Christiana Stewart-Lockhart is the Director General of the Enterprise Investment Scheme Association (EISA). She previously spent more than a decade working in Westminster including ten years at the Institute of Economic Affairs. She also founded EPICENTER, a Brussels based network of some of the most respected think tanks from across Europe. Christiana holds a BA in Politics from the University of York. She is a member of TISA’s Children’s Financial Education Policy Council and also sits on the Advisory Board for the All Party Parliamentary Group for Entrepreneurship.