EIS & SEIS Advance Assurance Case Study | £2.15M Secured

UK-based fintech and healthtech startups sought EIS and SEIS Advance Assurance to attract investors. They required structured applications and risk-to-capital analysis to secure funding and maximise investor tax relief benefits successfully.

Enable startups to access essential funding by obtaining HMRC Advance Assurance for EIS and SEIS investments.

• Conducted detailed risk-to-capital analysis for each business.
• Demonstrated genuine trading status versus investment holding to HMRC.
• Prepared and submitted Advance Assurance applications aligned with EIS/SEIS rules.
• Highlighted potential investor benefits, including 30–50% tax relief.

• Secured Advance Assurance for £2,150,000 in combined investments: £2,000,000 for Fintech and £150,000 for Healthtech.
• Enabled both startups to complete critical funding rounds with investor confidence.
• Investors gained 30–50% tax relief, enhancing attractiveness of the investment.

• Early and accurate assessment of trading status is vital for Advance Assurance success.
• Clear demonstration of risk-to-capital and investor benefits accelerates funding.

£2.15M in secured investment and maximised investor tax relief, supporting the growth of innovative startups.