This package is a good fit if...
- Planning a funding round, wants HMRC's advance view
- Trade appears to qualify
- Business plan, forecasts, and funding info ready
← All fixed-price servicesFUNDRAISING TAX RELIEF
SEIS/EIS advance assurance
A focused advance assurance application for an eligible raise.
Vetted UK expert Scope checked before work starts Filing receipt where applicable
CHECK THE SCOPE
Is this right for you?
Fixed pricing works when the job is clearly defined. Use these checks before paying.
Ask for a custom quote if...
- ×Writing your business plan or forecasts from scratch — separate service
- ×Borderline/excluded trades, complex share classes, or group structures — custom quote
- ×Support through the actual investment or compliance statement process — separate service
- ×Further rounds of HMRC queries beyond the first consolidated response — quoted separately
CLEAR FROM THE START
What is included
One defined service, one clear price and no surprise additions.
Eligibility review against SEIS/EIS qualifying conditions
Preparation of the advance assurance application, incorporating your existing business plan and forecasts
Submission to HMRC's Venture Capital Reliefs team
One consolidated response to HMRC follow-up questions
BEFORE WE BEGIN
What we will need from you
Having these details ready helps your expert begin without delay.
- Business plan or investor deck
- Latest accounts and current management figures
- Financial forecasts and intended use of funds
- Capitalisation table and details of previous share issues
- Draft investment or subscription documents
- Details of prospective investors or fund manager interest
- Group structure and related companies
- Description of activities, products and income
A finished outcome, not just activity.
- Eligibility findings and document checklist
- HMRC application and covering letter
- Outcome and next-step explanation
Know exactly what happens next.
- ✓Upload your deck, forecasts, cap table and investor-interest evidence
- ✓Your expert performs an initial eligibility review
- ✓You approve the application and supporting narrative
- ✓We submit and manage one routine HMRC query round
Turnaround starts once the required information is complete and the standard scope is confirmed.
FUNDRAISING JOURNEY
Assurance first. Investment next. Relief later.
Advance assurance is HMRC's view of a proposed raise. It is not the investor's tax relief certificate.
3distinct stagesDo not confuse the steps
AABEFORE THE RAISE
Advance assurance
We present the company, proposed shares and intended use of funds to HMRC.
- Eligibility review
- Investor interest evidence
- Application and covering letter
£THE INVESTMENT
Issue qualifying shares
The actual investment must remain consistent with the facts and terms presented.
- Complete the round
- Use funds as described
- Keep scheme conditions intact
✓AFTER INVESTMENT
Compliance certificates
A later HMRC compliance process enables eligible investors to claim relief.
- Submit compliance statement
- Receive HMRC authority
- Issue investor certificates
Good to knowAdvance assurance reduces tax-scheme uncertainty. It does not endorse the investment or guarantee final relief.
Prepare my advance assurance →HOW IT WORKS
Choose, pay, done.
A simple handover with a clear expert responsible for the work.
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Make sure the package fits, then provide the essential details.
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Your expert gets it done
Complete onboarding and a vetted UK professional takes responsibility.
HELPFUL INFORMATION
Understand seis/eis advance assurance before you buy.
Plain-English guidance for customers who want more detail. The package scope and price shown above remain the commercial terms for this service.
What advance assurance means+
Advance assurance is HMRC's view, based on the facts and documents supplied before an investment, that the proposed share issue is likely to qualify under SEIS or EIS. It helps a company show prospective investors that the structure has been considered before they commit funds.
It is not the tax relief itself and it is not an absolute guarantee. Relief is claimed only after qualifying shares are issued, the company has met the relevant activity requirements and HMRC authorises compliance certificates. If the facts, share terms or use of funds change, the eventual relief may differ from the advance view.
Why investors ask for it+
SEIS and EIS can offer investors valuable tax incentives, subject to their own circumstances and continuing conditions. Investors therefore want confidence that the company and proposed investment have been structured within the rules. Advance assurance reduces one area of uncertainty during fundraising and is often requested by angel investors and funds.
It does not replace investor due diligence. It says nothing about whether the company is a good investment, its valuation is fair or the founders will succeed. It addresses tax-scheme eligibility on the facts presented.
What HMRC reviews+
HMRC considers the company's age, size, gross assets, employee numbers, trade and risk to capital. It reviews how much will be raised, how the money will be used, the rights attached to the shares and whether arrangements protect the investor or provide a pre-arranged exit.
The review also covers connected companies, previous risk-finance investments, ownership and whether activities are excluded or partly excluded. HMRC normally expects evidence of genuine investor interest and sufficient commercial information to understand the business. A thin application with generic claims is less persuasive and more likely to attract questions.
What happens after assurance+
Once assurance is obtained, the company can use it in fundraising discussions, accurately describing its limits. The investment must then be completed on terms consistent with the application. After the qualifying period or activity point is reached, the company submits the relevant compliance statement to HMRC.
Only after HMRC accepts that statement can investor certificates normally be issued. Advance assurance, share issue execution and the later compliance process are distinct stages. This package covers the advance assurance stage and one routine query round, not legal drafting, valuation or post-investment compliance certificates.
EXPERTS YOU CAN TRUST
Professional work, properly checked.
Experlu experts go through identity, qualification and experience checks before serving customers. Quality is monitored through ongoing customer feedback.
4-step vetting processUK-based professionalsClear scope before payment
✓
Clear scope. No surprise bills.
If your job falls outside the stated scope, we will explain why and agree a new quote before work starts.
Does advance assurance guarantee investors get relief?+
No. It is HMRC's advance view based on the information supplied. Final relief depends on the actual investment, continued compliance and each investor's circumstances.
Do I need an investor before applying?+
HMRC normally expects evidence of genuine interest from a prospective investor, fund or crowdfunding platform. A purely speculative application may not be considered.
Are both SEIS and EIS covered for £449?+
The price covers one standard advance assurance application for the appropriate scheme or a straightforward combined position where suitable. Complex sequencing may need a quote.
Does the fee include legal investment documents?+
No. Share subscriptions, articles, shareholder agreements and legal opinions are separate.
What if HMRC asks questions?+
One routine round is included. Extensive technical correspondence or material changes to the application are quoted before further work.
ONE LESS THING ON YOUR LIST
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£449 + VAT · Drafted in 4 days once your information is complete.
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