Mercer & Hole is a top 40 accountancy firm, one of the top accountancy firms for private clients and one of the top financial planning companies in the UK. We take time to find out what is important to our clients and use our technical knowledge to provide practical solutions.

With years of experience of working with new and growing businesses, our Corporate and Business Tax team have strong credentials when it comes to knowledge of the EIS. Tax Director Jacqui Gudgion has recently been awarded the EISA Diploma.

We appreciate that qualification for the EIS is a complex matter and this has led to our team developing an EIS Eligibility Flowchart, designed to guide towards the likelihood of company qualification under the scheme. Due to the vast plethora of legislation, this cannot cover all of the relevant points but will provide a useful steer. The flowchart can be found here.

If you require advice on any issues related to the EIS, please get in touch with Jacqui Gudgion and she will be delighted to help.

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