Raise money the tax-efficient way – and keep every investor's relief safe
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SEIS and EIS give your investors generous tax reliefs – 50% or 30% income tax relief, tax-free gains after three years and relief if things go wrong – which makes it much easier for a young company to raise money. But the reliefs depend on the company passing a list of tests at every share issue, filing a compliance statement (SEIS1 or EIS1) for each issue on time, giving investors their certificates (SEIS3 or EIS3), spending the money within the deadline and keeping to the rules for three years afterwards. One slip can cost every investor in a round their relief. This workbook keeps the whole picture in one place: the company's eligibility, advance assurance, every share issue and every investor, the deadlines, the cap table after each round and what the reliefs are worth to an individual investor.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Company details, advance assurance, founders and the eligibility checklist for the next issue. What you do: fill in once; update the checklist before each round.
Step 2
Every share issue with company tests, compliance, certificates, use of funds and deadlines. What you do: add each issue and keep the dates and amount spent up to date.
Step 3
Every subscription with the 30% test, relief status, indicative relief and certificate status. What you do: add each subscription; record when certificates are sent.
Step 4
Ownership after each issue and the shareholder list. What you do: nothing to enter.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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