Tax Services - Business

SEIS (Seed Enterprise Investment Scheme) Advice

We help early-stage Cardiff businesses secure SEIS funding and guide investors through the tax reliefs that make backing local startups more attractive. With nearly ten years supporting South Wales entrepreneurs, we take care of eligibility checks, HMRC advance assurance, and compliance so you can focus on growth.

50%
Income tax relief for investors
£250k
Maximum raise per company
10+
Years advising startups
Advisor pointing to financial documents and a tablet during a startup consultation while the founder takes notes across a desk in a clean office.

What we cover under SEIS

From initial eligibility assessments through to three-year compliance monitoring, we handle every stage of the Seed Enterprise Investment Scheme process for businesses raising capital and investors claiming relief.

Eligibility Assessment

We confirm whether your startup meets the trading period, employee, and asset tests before you approach investors.

HMRC Advance Assurance

We prepare and submit your application for advance assurance, giving investors confidence before they commit funds.

Compliance Certificates

We issue the compliance statements investors need to claim their tax reliefs and monitor your three-year qualifying period.

Investor Tax Planning

We show investors exactly how to claim income tax relief, capital gains exemptions, and inheritance tax benefits.

How SEIS advice works

The Seed Enterprise Investment Scheme offers some of the most generous tax incentives in the UK, but only if your company and your investors meet strict HMRC criteria. We start by reviewing your business against the eligibility rules: fewer than 25 employees, gross assets under £350,000, trading for less than three years, and raising no more than £250,000 in total. Once we confirm you qualify, we prepare your advance assurance application so investors have written confirmation from HMRC before they put money in.

We take the guesswork out of SEIS compliance so you can raise capital with confidence.

After the investment closes, we issue compliance certificates that allow your investors to claim 50% income tax relief on up to £200,000 invested, plus capital gains tax exemptions and reinvestment relief. We then monitor your company through the three-year qualifying period, making sure you stay onside with the trading and asset disposal rules. If circumstances change, we flag issues early and help you protect your investors' reliefs.

More information

Cardiff's startup scene has grown steadily over the past decade, and we have worked with founders across tech, creative industries, and professional services who have used SEIS to get their first serious funding round over the line. We also advise high-net-worth individuals in South Wales looking to back local businesses while reducing their tax bills. Whether you are a founder preparing to pitch or an investor weighing up a SEIS opportunity, we explain the rules in plain English and handle the paperwork.

What happens if something goes wrong

SEIS reliefs can be withdrawn if your company breaches the qualifying conditions during the three-year period, such as ceasing to trade, exceeding the asset limit, or making a disqualifying payment. We build compliance checks into our service and keep you informed of any changes to the scheme. If you are considering follow-on funding, we also advise on transitioning to the Enterprise Investment Scheme (EIS) once you outgrow SEIS limits.

The process typically takes four to six weeks from our initial eligibility review to receiving HMRC advance assurance, though timelines depend on the complexity of your business and how quickly HMRC responds. We stay in touch throughout and keep you updated at every stage. Once funding is in place, we are here for the long term to make sure your investors keep the reliefs they were promised.

Worth considering

Tax Services - Business

HMRC Enquiry & Investigation Support

Support with HMRC enquiries and investigations, from the first letter to the final outcome. We organise records, manage deadlines, and deal with HMRC on your behalf.

HMRC Enquiry & Investigation Support
Tax Services - Business

Business Tax Planning

Plan ahead for Corporation Tax or Self Assessment, forecast what you will owe, and use allowances, expenses and profit extraction sensibly.

Business Tax Planning
Tax Services - Business

R&D Tax Credits

Claim R&D Tax Credits without the stress. We confirm eligibility, calculate qualifying costs, write the supporting report, and submit the claim with your Corporation Tax return.

R&D Tax Credits
Tax Services - Business

Corporation Tax Planning

Get a clear estimate of your company’s corporation tax, plan director pay and spending, and avoid nasty surprises at year end with practical, plain-English advice.

Corporation Tax Planning
Tax Services - Business

Corporation Tax Returns

CT600 and iXBRL preparation and filing for limited companies, with clear tax calculations, allowance checks, and deadline tracking so you stay compliant and avoid surprises.

Corporation Tax Returns

Before you apply

These answers cover the most common questions we hear from Cardiff startups and investors exploring SEIS.

How do I know if my startup qualifies for SEIS?
Your company must have fewer than 25 employees, gross assets under £350,000, have been trading for less than three years, and not have raised more than £250,000 in total. We review your circumstances and confirm eligibility before you approach investors.
What tax reliefs do SEIS investors get?
Investors can claim 50% income tax relief on investments up to £200,000 per tax year, capital gains tax exemption on any profit when they sell, 50% CGT reinvestment relief, and inheritance tax business relief after two years. All reliefs depend on holding the shares for at least three years.
How long does HMRC advance assurance take?
HMRC typically responds within four to six weeks, though complex cases can take longer. We prepare and submit the application, then keep you updated while HMRC reviews it.
What happens during the three-year compliance period?
Your company must continue trading and not breach the asset, employee, or disposal rules. We monitor your status, flag any risks, and make sure your investors' reliefs stay protected.
Can I raise more money after SEIS?
Yes. Once you outgrow the SEIS limits, you can transition to the Enterprise Investment Scheme (EIS), which allows you to raise up to £5 million per year with different but still generous investor tax reliefs.
Do you advise investors as well as companies?
We do. We help high-net-worth individuals in Cardiff and South Wales understand how SEIS fits into their tax planning, claim their reliefs, and assess investment opportunities.
What are your fees for SEIS advice?
Fees depend on whether you need eligibility checks, advance assurance, ongoing compliance, or investor tax support. We quote a fixed price after an initial free consultation so there are no surprises.
What counts as a disqualifying event?
Ceasing to trade, exceeding the asset or employee limits, making certain payments to shareholders, or disposing of substantial assets can all trigger relief withdrawal. We help you navigate these rules and stay compliant.

Let's talk about your SEIS plans

Book a free consultation and we'll walk you through eligibility, timelines, and what we can do to help.

Book a free consultation