SEIS & EIS Advance Assurance

Planning to raise investment under the Seed Enterprise Investment Scheme (SEIS) or Enterprise Investment Scheme (EIS)? Advance assurance from HMRC confirms your company is likely to qualify, a key reassurance for investors before they commit. Morgan Reach prepares and submits advance assurance applications for growing UK businesses.

What Is Advance Assurance?

Advance assurance is HMRC’s confirmation, sought before you issue shares, that your company and proposed investment are likely to meet SEIS or EIS qualifying conditions. While not legally required, most investors expect it before they will commit funds.

(+44) 0333 300 1887

Why It Matters to Investors

SEIS and EIS offer investors significant income tax relief and capital gains benefits, but only if the company qualifies. Advance assurance reduces investor risk and is often the deciding factor in whether a round closes smoothly.

Our SEIS/EIS Advance Assurance Service

– Assessing your company’s eligibility against SEIS/EIS qualifying rules
– Preparing the business plan, financial forecasts, and structure details HMRC requires
– Drafting and submitting the advance assurance application
– Liaising with HMRC on queries or follow-up requests
– Advising on share structure and timing to protect SEIS/EIS status

Common Pitfalls We Help You Avoid

Trading activity, company age, gross assets, and employee numbers can all affect qualification. We review your position early so you are not caught out mid-fundraise. If your structure needs work before applying, our accountants in Birmingham can help get it investment-ready.

Get Started

Get in touch to start your SEIS or EIS advance assurance application.

Call Today: 0333 300 1887

    
 
 
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