Initial Eligibility Assessment
Ensuring your business meets all SEIS/EIS criteria
SEIS & EIS. Done right.
Don’t let complex tax regulations prevent you from accessing this powerful funding opportunity
SEIS and EIS provide powerful tax incentives that make your business more attractive to investors. However, strict HMRC rules require careful compliance to secure tax relief eligibility. Our team ensures your business qualifies, remains compliant, and maximises funding potential.
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- ACCA-qualified
- 30-day money-back
Our expertise covers
Everything in this service, in one bill.
01 02 Advance Assurance Application
Preparing and submitting compelling applications to secure HMRC pre-approval.
03 Compliance Strategy Development
Structuring your business to maintain eligibility throughout investment rounds.
04 Share Structure Optimisation
Advising on share classes and structuring to ensure tax-efficient investment.
05 Investor Documentation Preparation
Providing detailed SEIS/EIS investment packs for prospective investors.
Why it pays off
What you actually get.
SEIS3 & EIS3 Certificates
We issue investor certificates within weeks of investment, so your backers can claim their tax relief straight away.
Ongoing Compliance Monitoring
Three-year qualifying conditions tracked quarterly — no accidental disqualification, no clawback letters to investors.
Investor-Ready Documentation
Pitch-deck-quality investment packs that answer the SEIS/EIS questions backers always ask.
Bigger Funding Conversations
Advance Assurance in your back pocket makes raising rounds materially easier.
How we deliver
Four steps from first call to filed.
01 Discovery
Understanding your business needs.
02 Solution Design
Crafting your custom accounting strategy.
03 Onboarding
Quick and easy integration.
04 Regular Rhythm
Consistent monitoring and reporting.
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Trusted by leading innovators
Common questions
Frequently asked questions.
SEIS allows up to £250,000 total in the first 3 years of trading, with the company having gross assets under £350,000 and fewer than 25 employees at investment. EIS allows up to £5m per year and £12m lifetime (£10m and £20m for knowledge-intensive companies). You can use SEIS first then EIS — we typically structure rounds to maximise both reliefs across staged investments.
SEIS investors get 50% income tax relief on up to £200,000 per year, plus CGT exemption on gains from the SEIS shares after 3 years, and 50% CGT reinvestment relief on disposals reinvested into SEIS. EIS gives 30% income tax relief on up to £1m per year (£2m if knowledge-intensive), CGT deferral, and loss relief against income if the company fails. These are the most generous startup investment reliefs anywhere in the OECD.
HMRC currently takes 4–12 weeks to respond, with the queue moving slower than it did pre-2023. The application needs the business plan, financial forecasts, draft pitch deck, articles, and at least one named potential investor. We prepare the whole pack and respond to any HMRC queries on your behalf. Without Advance Assurance, most professional investors won't commit — it's effectively a gating document.
Substantial changes to share rights, the company ceasing to trade, falling into excluded activities (property, financial trades, legal services, etc.), share buybacks, or value being returned to investors outside normal dividends. Disqualification triggers full clawback of investor relief — a guaranteed way to destroy your investor relationships. We monitor your filings, board minutes, and trading activity quarterly to catch issues before they bite.
We apply for compliance approval after the company has been trading for 4 months (or spent 70% of the raised funds, whichever is sooner). HMRC typically returns the EIS1 compliance certificate within 8–12 weeks, after which we issue SEIS3/EIS3 forms to each investor so they can claim their relief. Faster turnaround than waiting on solicitors — we handle the whole HMRC-side flow.
Free · 30 minutes · No obligation
Stop overpaying tax. Start filing in 5 days.
Thirty minutes with an ACCA-qualified accountant. Most owners uncover £1,000–£3,000 in annual savings on the first call. If we are not the right fit, you walk away with a free tax review on the house.
