Member Directory

DMH Stallard LLP is a 65 partner law firm which supports its commercial clients from offices in London, Crawley, Guildford and Brighton. Our award-winning corporate lawyers advise entrepreneurial start-ups, fast-growth companies and substantial groups in the UK and overseas. While we routinely act on large and complex transactions, our clients are typically entrepreneurial in style, preferring a responsive focussed legal team which can deliver deals, and add resource where needed. We assist corporate clients from their incorporation in achieving their equity fundraising goals, including by means of EIS and SEIS, through to IPO and beyond. What defines our clients is their requirement for a high level of partner involvement, a willingness to be commercial and practical, and service delivery through small focussed corporate teams spread across London and the South East. We are delighted that our clients feel able to say that we are “Quick, knowledgeable, pragmatic and efficient” and that we “work as a strong team with excellent communication and high technical competence and are very responsive”.

Edwards, Pearson & White LLP are established taxation and business advisors who work primarily in the SME market place supporting businesses taxation, accountancy and auditing requirements. We have offices in Warwickshire and the West Midlands with easy access to the motorway and rail networks enabling us to provide services across the UK. We have extensive practical knowledge of EIS statutory compliance from representing both investors seeking to make investments and entities receiving investment. Within our team we are fortunate to have extensive ‘big 4’ accountancy firm experience across our range of services. Our taxation service is based around a highly experienced team with an extensive working knowledge of UK legislation. Supported by state of the art software we are able to process clientsﾒ taxation and statutory obligations promptly. At Edwards Pearson & White LLP we have brought together a unique group of specialists dedicated to delivering the essential ﾑAdded Valueﾒ element within a current business environment that is fast moving, complex and highly competitive. To encourage progress, business owners and investors need the ability and backing of professionals, who provide on-time, cost effective advice and solutions, our aim is to provide such a service.

EIS.Marketing Ltd, together with its sister business Palladium Results Ltd, offer a wide range of marketing solutions for EIS, SEIS, SITR and other alternative investment opportunities.

With significant experience in the EIS sector and financial services more generally, the team understand the issues that need to be considered when marketing EIS and other similar products to both high net worth individuals and the professional adviser market.

A combination of an innovative approach and a bespoke service, has allowed the business to use its experience to help a variety of different clients, ranging from FCA regulated Alternative Investment Fund Managers, through to Single Companies (EIS/SEIS), as well as IFAs who promote these investments.

A wide range of services and solutions are provided. Some examples include:

• Market positioning and strategy – both before and after a product launch.
• Creation of product marketing collateral (content, design and production) – items such as Information Memorandums and Executive   Summaries can be produced and digital and print solutions are available.
• Regular communications.
• Reaching the right audience in a cost-effective manner.
• A full Outsourced Marketing Department.

EIS.Marketing Ltd is proud to be an official marketing partner of the EIS Association

EMV Capital is an award-winning VC investor specialising in early stage high-growth deep tech companies in the life science, sustainability and industrials sectors in the UK and internationally.

EMV Capital develops unique investment strategies for each portfolio company, drawing on its EIS fund and extensive network of private investors, family offices, institutions, and corporate VCs. Delivery and successful execution of these investment strategies enables innovative portfolio companies to raise funding to drive transformational growth.

EMV Capital is a wholly owned subsidiary of NetScientific plc (AIM:NSCI), a life sciences and technology commercialisation and investment group.

EMV Capital has a multi-disciplinary team of specialist investors, portfolio managers, capital raisers, legal, finance, marketing and support staff. The company is focused on primary and secondary investments, through debt and/or equity.

Rebecca is a Partner in the business tax services team at Evelyn Partners.

Evelyn Partners (previously known as Smith & Williamson LLP) have been looking after the financial affairs of individuals, families and businesses for more than a century.  The firm aims to deliver imaginative yet pragmatic advice and solutions tailored to individual circumstances, which is achieved by taking the time to get to know our clients and understand their objectives, needs and aspirations, as well as the longer-term challenges likely to be faced.  We act as a trusted adviser to help you grow, manage and preserve wealth.

The firm offers an unusually wide range of services to both individuals and corporate clients, including tax, audit, forensic accounting, transaction support, corporate finance, and restructuring and recovery. Its private client services include investment management, individual tax advice, trusts, pensions and financial planning.

Rebecca leads the team in relation to our Enterprise Investment Scheme and Seed Enterprise Investment Scheme offering, and our involvement often includes advising on the SEIS/EIS status of companies, tax structuring of fund-raisings under the schemes, through to obtaining advance assurance from HMRC and assisting with SEIS/EIS/tax compliance going forward.  In addition, she can link in with our financial planning team to assist with identifying potential investors.

Exact Financial Systems offers its market-leading software-as-a-service, Libris, to tax efficient investment managers, fund managers, custodians, authorised representatives and investment advisers.

Libris is the first and most comprehensive investment management solution trusted by a large number of
industry players across the VCT, EIS/SEIS, AIM, IHT and BIR spectrum. With over £12 billion of combined
tax efficient assets under management across our clients, Libris is by far the industry leading solution.

For managers keen to digitise, Libris offers a complete solution as well as electronic connectivity to trusted
third parties. Implementing a Libris solution will provide immediate capability to process online applications, cash management and facilitation, allotments, reporting as well as on-line portals for investors and advisers, investee companies and an open opportunities portal for online applications.

Finerva provides accountancy services for ambitious entrepreneurs.

Tech start-ups don’t get the level of support they need or deserve from traditional accountancy firms.

There is a huge amount of entrepreneurial energy in the UK and a great deal of this is invested in technology innovation and commercialisation, things that Finerva advocates for and invests in.

Our purpose is to give clients the best possible advice in the form of simple, clear and actionable recommendations.

We do that by staying true to our four core values:

RESPONSIVE – we respond to the needs of our clients in professional and timely ways.
PROACTIVE – we take control of the financials efficiently and take action before it’s too late.
CANDID – we are straightforward and open in handling requests and expectations.
TRANSPARENT – our costs are visible and we do not shy away from the delivery of good or bad news.

Our ability to be responsive and proactive with our clients is based on the confidence and wellbeing of our team.

We know they are excellent at what they do, so what we are passionate about is the level of care and support they give our clients.

Chris Lee, the founder of Fiscability, believes that he is one of a small select band of EISA members who advised on the very first venture capital scheme (Relief for Investment in New Corporate Trades, which lasted from 1981 to 1983).  Ever since, Chris has maintained a keen interest in tax relief for venture capital, and he has advised many hundreds of companies and their investors, ranging from micro SEIS start-ups to significant AIM listings. His current client base includes a number of EIS Funds.

Chris began his tax career with the Inland Revenue, and worked for large and medium accountancy practices before forming Fiscability in 2012. He will provide cutting edge but pragmatic and practical advice on EIS, SEIS and related matters.  He does not charge by the hour, nor does he expect to raise a bill merely for giving brief email or telephone advice.

Fitabeo Therapeutics is a clinical-stage specialty pharmaceutical company that develops and commercialises innovative medicines focusing on indications where existing treatments are inadequate for the target population to provide better health outcomes. It deploys innovative technologies to develop medicines that are expected to enable decentralised patient care and provide significant healthcare savings.