EIS and SEIS Advice

We’ve Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) specialists on hand to guide you, and your advisors, through EIS / SEIS process.

We have helped numerous companies obtain EIS and SEIS status.

Benefits of EIS and SEIS

EIS and SEIS are valuable tax-based investment incentives which assist start-ups (and other small companies) in raising early-stage funding.

EIS and SEIS Rules and Complexity

The EIS and SEIS rules are complex. HMRC regularly inspect the status submission. Recently the rules have been tightened and securing EIS / SEIS status has become harder for some businesses.

Example

We helped a variety of special-purpose vehicles to obtain EIS and SEIS status to create films.

We guided the client through the process and prepared forecasts and other reports for HMRC.

Senior EIS and SEIS Team

J Stuart Thomson MA CA FCT ATT MCSI

Group Managing Director

• Chartered Accountant (Institute of Chartered Accountants of Scotland)
• Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
• FCT – Fellow of the Association of Corporate Treasurers
• MCSI – Member of the Chartered Institute of Securities and Investments
• ATT – Association of Tax Technicians

> Stuart's full profile

Karen Stone FCCA

Senior Enquiries Lead – Accountancy and Tax Advisory Services

• Fellow of the Chartered Institute of Certified Accountants (FCCA)
• Member Association of Accounting Technicians (MAAT)
• Extensive knowledge with which to advise owner-managed businesses, personal tax and trust clients.
• Sector experience includes consultancy, agriculture, property ownership/management, construction and training.

> Karen's full profile

Geeta Morgan FCA CTA MSCI Prof. PgDip (GRC)

Audit Director

• As Audit Director, has audited the States of Guernsey and the Guernsey Financial Services Commission.
• FCA – Fellow Chartered Accountant (ICAEW)
• CTA – Chartered Tax Advisor
• MSCI – Member of Chartered Institute for Securities & Investments
• Prof.PgDip (GRC) – Fellow of the International Compliance Association
• Has never lost a client due to work quality or failing to meet expectations.

> Geeta's full profile

Ian Dodge ATT

Senior Tax Manager

• Association of Taxation Technicians (ATT)
• Certified in Probate and Estate Administration
• Ian leads our tax advice services.
• Over 20 years of experience, he previously worked for HMRC.
• Provides technical tax support for tax barristers.

> Ian's full profile

Next Step

Contact us to relieve your EIS / SEIS investment scheme headache. You’ll be pleased you did.