An Introduction to EIS & SEIS - Practical Points for Compliance

Introduction

This comprehensive live broadcast session provides professional advisors, accountants, and tax practitioners with essential knowledge of the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS). You'll gain practical insights into how these venture capital schemes encourage investment in small, higher-risk trading companies whilst providing substantial tax advantages to investors.

This session is ideal for accountants, tax advisors, corporate finance professionals, company directors seeking EIS/SEIS investment, and anyone involved in advising on or structuring venture capital investments.

What You Will Learn

This interactive session covers the complete landscape of EIS and SEIS compliance and planning:

• Scheme Fundamentals & Comparison
• Qualifying Company Requirements including a comprehensive review and analysis of the risk to capital condition
• Qualifying Investor Conditions
• Relevant Shares & Use of Funds
• Tax Reliefs in Practice
• Clawback & Value Received Rules
• Compliance Process & Documentation
• Risks & Limitations

By the end of this session, you will:

• Understand the complete EIS and SEIS qualifying requirements for both companies and investors
• Be able to identify and navigate the risk to capital condition and common compliance challenges
• Know how to prepare effective advance assurance applications
• Understand the compliance process from share issue through certificate issuance
• Be aware of critical case law and its impact on practical implementation
• Understand all available tax reliefs and how to maximise benefits for investors
• Recognise common pitfalls and how to avoid clawback situations

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.