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  • 0207 123 6625

Services / SEIS & EIS Schemes

LUNDENWIC • SEIS & EIS Schemes

Prepare for your next funding conversation.

Support for companies exploring SEIS or EIS, helping you organise the business information and documentation needed for an informed eligibility discussion.

The online calculator covers standard company pricing bands. Personal tax and specialist services require a tailored quote.

HOW WE CAN HELP

Practical support, clearly scoped.

01

Review the starting position

Discuss your company, trade, funding history and proposed investment to identify eligibility questions early.

02

Organise an advance assurance application

Where appropriate, help assemble the business plan, forecasts and supporting information for an application.

03

Plan the compliance work

Discuss the records and follow-up documentation needed after an investment, with the scope and responsibilities clearly agreed.

Your final quote confirms the services included, responsibilities and any additional fees.

WORKING TOGETHER

A straightforward way to get started.

  1. Tell us what you need

    We discuss your circumstances, records and the support you need.

  2. Agree the work and fee

    You receive a clear scope before the engagement begins.

  3. Share records and review

    We agree how information will be shared and keep you involved in the work.

GETTING ORGANISED

A useful starting point.

We will confirm the exact information needed. These records help us understand your requirements.

  • Company structure and shareholder details
  • Business plan and financial forecasts
  • Previous funding and investment history
  • Proposed investment terms and use of funds

YOUR QUESTIONS

Before we get started.

Does advance assurance guarantee investor tax relief?

No. Advance assurance has a limited scope and does not guarantee that a particular investor qualifies for relief. Investor circumstances and continuing conditions also matter.

Can you help if we have already raised funds?

Provide the funding history and investment documents. We can discuss the position and assess the support available before agreeing work.

Does this service recommend investments?

No. The service concerns company tax-scheme documentation and related accounting support. Investment recommendations and regulated financial advice are separate.

How do I get a quote?

Use our Instant Quote page for an indicative estimate where available, or contact our team. Specialist and additional work is assessed separately before a final fee is agreed.

Read related GOV.UK guidance ↗
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LET’S TALK ABOUT YOUR NEXT STEP

Let’s discuss your next step.

Tell us what you need help with.

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    London
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  • 4 North End Crescent, London, England, W14 8TQ
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    Harrow
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