EIS and SEIS tax relief, tracked and claimed on time.
Every EIS3 and SEIS3 certificate, claim deadline, carry-back option, loss relief and three-year clock, per holding. Tero reads your stake straight from Companies House and tells you what to claim, and when.
Start tracking free →Free with a Tero account. No card, no limit on holdings.
The reliefs are the deal. Tero makes sure you actually get them.
Share certificate, EIS3 or SEIS3 certificate, ready to claim, claimed. One funnel per relief, so you always know what is stuck where.
Claim windows, the three-year holding rule, SEIS reinvestment windows and EIS deferral periods, counted down before they close.
If your name is in a company's filed confirmation statement, Tero finds your shares, class and percentage automatically.
One export with every position, relief status and certificate, ready for self-assessment.
How it works
Type its name. Tero reads the register for your holding, or you enter the amount and date.
Claim-by dates, the three-year mark and the capital gains windows are computed for that investment.
Tero flags a missing certificate at six months, tells you when relief is claimable, and packs it all up for your accountant.
Questions angels ask
Yes, with a Tero account: no card, no limit on holdings. Paid plans add due diligence reports and portfolio monitoring; the tracker stays free on every plan.
Once the company sends your EIS3 certificate, you claim through your self-assessment return (or by post with the claim form) for the tax year of investment, or carry it back to the previous year. Tero records the certificate, shows the claim window and produces the figures your return needs.
Yes. Both schemes let you treat the shares as issued in the previous tax year if that year's limit has room. The tracker shows the carry-back option on each holding and the deadline for using it.
You can claim loss relief on the amount at risk against income tax or capital gains. Tero watches the register, so a strike-off or liquidation notice reaches you the week it is filed, which is when the loss becomes claimable, with the figure worked out.
Sell or lose the shares within three years, or the company stops qualifying, and HMRC can claw the relief back. Every holding has its three-year clock counted down so you know the exit date that keeps the relief.
Income tax relief (30% EIS, 50% SEIS), the claim deadline, the three-year holding clock, capital gains exemption at exit, EIS deferral and SEIS reinvestment windows, and loss relief if the company fails.
If your name appears on the company's confirmation statement at Companies House, Tero reads your shares and percentage from the filing. Nominee holdings through platforms are entered by hand.
Once shares are issued, the tracker expects the EIS3 or SEIS3 within six months and flags the holding to chase if it has not arrived. Relief cannot be claimed without it.
Tero also runs due diligence reports and watches every filing on your holdings; the tracker is free on every plan. See pricing.