At Johnston Carmichael, our Entrepreneurial Taxes team help new businesses to not only start up, but stay up.
Our Entrepreneurial Taxes team is led by Stephen Oates. The team work with a wide variety of clients across a broad range of sectors including Technology, Life Sciences and Food & Drink, to name a few!
Our specialisms cover a number of key areas including:
- Seed Enterprise Investment Scheme (SEIS) /Enterprise Investment Scheme (EIS) Advance Assurance
- SEIS/EIS Compliance Statements and liaison with HMRC
- How the impact of new funding/changes in a business will impact on the SEIS/EIS position for a client
- Employee share options schemes such as Enterprise Management Incentive (EMI) and Company Share Option Plans (CSOP), as well as direct share issues including Growth Shares & Flowering Shares, with valuation work being absolutely critical to this.
- Employment Related Securities queries including the impact of making s431 elections
- Assisting with internal valuation memorandums and wider corporate matters, including queries as part of diligence as required
- Employment Related Securities annual reporting
The conditions required to qualify for SEIS/EIS can be complex, but we're here to help. Our Entrepreneurial Taxes team are on hand to help you make the right decisions for the future success of your business.
Our experience with Johnston Carmichael's entrepreneurial taxes team has been exceptional. Their expertise in both EMI schemes and EIS Investment has been invaluable to our business. The advance assurances and valuations that they have secured for us with HMRC have given us great confidence moving forward. The team's professionalism, responsiveness, and genuine interest in our success made all the difference. They have been extremely helpful connecting us with other colleagues within the company who have assisted with additional needs that we have had. We are extremely pleased with the support we have received and wholeheartedly recommend Johnston Carmichael."
Julie Schofield, Finance Controller - arbnco
Tax Director and Head of Entrepreneurial Taxes
Stephen Oates
A Tax Director in our Stirling office, Stephen, is a member of the Chartered Institute of Taxation and is CTA qualified. He joined Johnston Carmichael in August 2022 and has more than 17 years’ experience in tax, with significant expertise in working with owner-managed businesses.
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