Partner with Ascension
Offer your clients access to tax-efficient venture capital investments backed by a 10-year track record and 15 successful exits.
We don't believe in managing from the sidelines. Ascension invests alongside your clients, keeping us focused on long-term value, not short-term outcomes.
Invested by VPs & management
Reinvested by founders
BBB co-investment
“Achieving successful/profitable exits and returning cash to investors is the Holy Grail of the EIS industry and credit should be given to Ascension for achieving what they have in a relatively short time scale.
Including 6 exits ≥ 5× and 2 ≥ 9×
Outcomes of 6× and beyond
Past performance is not a reliable indicator of future performance.
Returns shown as multiples of initial investment, gross of fees, expenses, and taxes. Some exits remain subject to milestones or deferred consideration.
Significant tax advantages for your clients. SEIS and EIS investments offer substantial tax reliefs, reducing downside risk while maintaining full upside potential.
SEIS
15.5% at risk before IHT benefits
EIS
38.5% at risk + 100% CGT deferral
Tax reliefs are illustrative, based on top-rate assumptions, and depend on personal circumstances. Capital is at risk. Seek independent tax advice.
Choose the right fund for your clients
Three distinct strategies to match your clients' risk appetite, tax planning needs, and investment goals.
Fully featured digital infrastructure. We've built the tools you need to efficiently manage your clients' venture capital investments.
Online Advisor Portal
Dedicated tools for managing client investments, tracking performance, and accessing reports.
Online Application
Streamlined digital application process for your clients with e-signature support.
Illustration Tool
Create personalised cost illustrations for your clients in 2 minutes.
Try itTax Certificates & Reports
Hosted EIS3/SEIS3 certificates, quarterly updates, and annual tax reports.
Quick tax relief estimate. Instantly see the relief, fees and qualifying amount for any investment.
Estimates assume fee deducted from subscription, no advice fee. Use the full illustration tool for detailed calculations with advice fees and fee splits.
Rigorous selection process
Our investment flywheel screens thousands of opportunities to back the best founders.
Backed by leading institutions
Fee structure. Investor-aligned fees with deferred management charges - only collected from successful exits.
| Fee Type | Rate |
|---|---|
| Upfront Investment Fee | 5% |
| Annual Management Fee | 1% p.a. (+VAT) |
| Performance Fee | 20-30% |
| Follow-on Fee | 2.5% + 10% |
Full fee details available in fund Information Memoranda. Advisor facilitation fees can be arranged—contact us for details.
EIS & SEIS tax calendar. Upcoming dates your clients need to know about.
End of 2025/26 tax year
Last day to invest for current year EIS/SEIS income tax relief. Carry back available for KI EIS.
New annual limits reset
EIS £1m (£2m KI), SEIS £200k annual allowances refresh. BADR rate rises from 14% to 18%.
CGT deferral toolAIM to EIS: BPR ownership period resets
Transitioning from AIM (50% BPR) to EIS requires a new 2-year holding period before 100% BPR applies. Replacement property relief (s.107) may preserve continuity but at AIM's lower 50% rate.
AIM to EIS calculatorPensions become IHT-liable
Undrawn pensions fall within the estate for IHT. Major planning trigger for clients with large pension pots.
IHT calculatorSelf-assessment deadline
Filing deadline for 2025/26 tax returns. EIS3/SEIS3 certificates needed to claim relief.
Dates based on current legislation. Tax rules may change. Always verify with HMRC guidance and independent tax advice.
Ready to partner with Ascension?
Get in touch with our advisor relations team to learn more about our funds and how we can work together.