Course Details

Over the last 5 years business angel investment has increased massively, spurred on in the last couple of years by people leaving their jobs to create their own businesses.  Technology now means you can go from having an idea to having a business in 12 months.  

As accountants are increasingly being called on to advise new businesses that are capital hungry, there is an increased need to be aware of the issues that come into play, whether it is a friends and family investment or a private equity investment.  The aim of this course is to flag up the danger areas so that you'll be able to hear the alarm bells ringing when clients raise this in the future.   


In this session Simon Briton has covered the following:

  • When to raise capital and when to delay - deadlines and maximising founder value
  • Interaction of SEIS and EIS - importance of timing
  • Waterfalls, dilution, preferences, control and exits
  • Qualifying activities and acquiring IP
  • Artificial arrangements


After completing this course you'll be confident in supporting clients that are going through business angel investments.  

CPD Course Speaker

Quantify.Tax

Simon Briton

Simon has 20 years' experience working with innovative companies and their advisers on R&D tax relief claims and the other tax incentives that support business growth.

As a tax-qualified lawyer, Simon handles R&D tax enquiries from a wide range of sources and has much more experience than most advisers in this space.