Welcome to Series 3, Episode 2 of the Moorcrofts Means Business Podcast!
In this episode, Senior Associate Adam Forder from Moorcrofts' Corporate Team is joined by Tom Biggs and Jordan Wood from Wellers Accountants to explore the world of SEIS and EIS investment schemes.
Together, they discuss:
- What is SEIS/EIS?
- Key differences between SEIS and EIS
- Investment criteria:
- For companies: Eligibility requirements and conditions throughout the minimum holding period
- For investors: Who qualifies and what restrictions apply
- Ways to reduce risk and whether a shareholders’ agreement or bespoke articles can help
- Tax relief rules and how to maximise benefits
- What happens if you sell your shares too early?
- Common pitfalls and key considerations for SEIS/EIS investments
This episode is a must-listen for anyone looking to navigate SEIS/EIS successfully.
