Investment and Share Option Agreement Templates

Raise funding, structure equity incentives and prepare for EIS investment with solicitor-drafted templates designed for UK companies. This hub brings together our three specialist template collections covering share investment agreements, share option agreements, and the Enterprise Investment Scheme (EIS). All templates are drafted by experienced corporate solicitors and maintained in line with current UK legislation.

Whether you are a start-up raising capital, a growing business rewarding key people with equity, or an investor or company exploring EIS, you’ll find practical, editable documents supported by complementary board minutes and shareholder resolutions where relevant.

Share Investment Agreement Templates

Use these templates when a company is issuing shares in return for investment.

This collection includes:

Cash-for-equity share investment agreements.
Shares-for-services (“sweat equity”) agreements, useful where a business can’t yet pay cash fees but can offer an equity stake instead.
Supporting shareholder resolutions and board minutes for each route.

These documents are compliant with the Companies Act 2006. The templates do not address tax or accounting implications, so independent advice is recommended.

Share Option Agreement Templates

A share option agreement gives a person (often an employee, investor or founder) the right, but not the obligation, to buy or sell shares in a company at a future date on specified terms. These agreements can help attract, retain and incentivise key people as the business grows.

This collection of templates includes:

Standard option agreements with different trigger and exercise structures.
Call and put option variants.
EMI (Enterprise Management Incentive) scheme templates and supporting documents, aligned with UK company law and HMRC requirements.
Exercise notices and a deed of surrender for cancellation or termination of option rights.

Enterprise Investment Scheme (EIS) Templates

EIS is one of the HMRC-approved venture capital schemes designed to encourage private investment into growing British companies by offering tax reliefs. Investors may be able to invest up to £1 million per tax year in new shares in a qualifying company and receive income tax relief of 30%, provided the shares are held and the rules followed for at least three years. Simply Docs

This suite of templates includes:

An EIS guidance note.
An EIS term sheet.
Subscription agreement and application letter templates.
An Advanced Assurance letter template.
Board minutes to approve EIS investment.

These templates relate to new shares subscribed for in cash and are not suitable for investors entering into Advanced Subscription Agreements. They are intended as starting points and cannot be assured as acceptable to HMRC, so independent legal and tax advice is strongly recommended.

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