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This course looks at tax relief to help attract business angel investment.  For advisers with clients that in a growth phase, understanding SEIS and EIS tax relief isn't just a matter of compliance; it is about leveraging opportunities to maximise the impact you can have for a client in supporting their growth.  Client awareness of SEIS has increased massively over the last couple of years and, coupled with speculation about increases in CGT rates, this is an area in which clients are actively seeking knowledgeable advisers that can help them capitalise on these tax reliefs. 

Simon Briton covers the following topics during this course:

• Overview of SEIS and EIS tax relief for investors - income tax, capital gains tax and inheritance tax benefits
• Eligibility criteria and excluded businesses - investment limits, company age requirements, follow on funding and qualifying activities
• Case study - real-life example of a business that has raised this funding and the practical benefits and outcomes for investors and the company
• Application and compliance process - how and when to apply for qualifying status, before and after investment, common pitfalls to avoid
• Maximising client benefits - strategies to help investors make the most of these tax reliefs.