Our Services
Discuss the financial questions behind your business.
Agree the support, responsibilities and next steps appropriate to your business.
If SEIS or EIS may be relevant to your investment plans, consider the requirements before finalising the transaction. SMARTAX can help organise the financial information and coordinate the questions that need specialist review.
Bring the financial preparation together
Discuss your business activities, company history, proposed investment, financial forecasts and existing funding. Agree whether the engagement includes eligibility assessment, advance-assurance preparation or later compliance work.
Coordinate the documents and the advice
The company, investment terms and individual investors can each raise different questions. Work with the appropriate tax and legal advisers before committing to arrangements.
A clearly agreed scope
Responsibilities explained
Records and deadlines coordinated
Appropriate specialist input
Fees agreed before work begins
Your questions, answered
FAQ — Does advance assurance guarantee investor relief? No. It relates to specified company and investment matters based on the information provided. Individual investor conditions and continuing requirements still matter.
FAQ — Is application support included in our accounting package? Only where expressly agreed. Your proposal should set out each stage covered.