EIS advance assurance applications and advice

We can advise on eligibility and can liaise with HMRC on your behalf. We can apply to HMRC in advance of the company issuing shares, for a written opinion as to whether a proposed investment would be likely to meet the EIS requirements (usually known as “advance assurance”).

Once a company has had investment, we can make the statutory approval application to HMRC.

We can advise if you are having problems with HMRC in relation to EIS.

We can advise investment fund managers on investments to be made via an EIS Fund. This can include reviewing information memoranda and prospectuses to ensure accurate description of the tax treatment of investments.