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Reliefwise · EIS & SEIS compliance

EIS and SEIS compliance, without the spreadsheet.

A system of record for UK accountancy practices, tax advisers and angel networks that manage investments under HMRC's Venture Capital Schemes.

Reliefwise · Practice cockpit
Reliefwise practice cockpit with fictional demo data. The 31 January countdown, relief at risk, missed-relief alerts and pending certificates on one screen.

Practice cockpit. The 31 January countdown, relief at risk, missed-relief alerts and pending certificates on one screen.

Demo practice · fictional data

The problem

Spreadsheets were never built for statutory relief

Practices carry real regulatory and financial exposure when relief tracking lives in spreadsheets and email chasing.

Missed reliefs and deadlines

EIS3 and SEIS3 certificates arrive late. By the 31 January filing deadline the practice still lacks what it needs to claim relief.

Clawback you did not see coming

Value received or an early disposal inside the three-year period can withdraw relief. Spreadsheets do not warn you.

Loss relief that is easy to get wrong

When an investee fails, the Section 131 calculation must account for relief already claimed and disposal proceeds.

Records that must be kept and separated

Clients need strict separation inside a practice, and records must be retained for the statutory period.

Capabilities

Everything the practice needs, in one place.

Statutory rule modelling

Upfront relief at 50% (SEIS) and 30% (EIS) bound to the share issue date, three-year holding periods and carry-back elections.

Founder certificate chasing

Single-use secure links let founders upload the EIS3 or SEIS3 PDF directly. Uploads are validated and stored per practice.

Practice cockpit

A live countdown to 31 January with urgency tiers, and triage of missing certificates, open chasers and maturing holding periods.

Clawback warnings

Flag trigger events such as buy-backs or value received, so relief is not retained in error.

Companies House monitoring

Daily checks surface dissolutions as loss-relief opportunities, plus strike-off proposals, overdue filings and changes in persons with significant control.

Filing-ready exports

Tax schedules as .xlsx and .csv for the chosen tax year, formatted for import into common UK tax software.

Try it

Portfolio relief check

Enter an investor's EIS and SEIS holdings to see relief by tax year, carry-back, holding periods, clawback on early sales, Section 131 loss relief on failed companies and CGT-exempt gains. It runs entirely in your browser.

Illustrative only and not tax advice. This simplified model ignores the investor's income tax liability, the £2m knowledge-intensive EIS limit, EIS holding periods that run from trade commencement, connection and value-received rules, and the order in which loss relief is set against income. Reliefwise applies the full rules to your practice's clients. Nothing you enter leaves your browser.

Security and privacy by design

Reliefwise is built on Plinth, our multi-tenant SaaS framework for .NET 10. Each practice's data is isolated, access is by passwordless one-time code, and records are soft-deleted to preserve the statutory retention period.

About the Plinth framework

See Reliefwise with your workflow in mind

Tell us about your practice and we will arrange a walkthrough.

Request a demo