Charter and May Ltd - Scott Stephen
Charter and May was founded by a diverse and experienced taxation team, with over 60 years experience. Drawing on backgrounds in, accountancy, law and private equity, the Company has grown into a global firm, with 14 offices in 13 countries and over 1000 members of staff, focused on delivering the very best client and corporate solutions across taxation, residence and estate planning and financial advisory.
Your time is precious, which is why C&M will provide a personal relationship manager who can take the time to fully understand your situation in order to meet your needs, wants and objectives. This will include regular reviews and discussions to make sure what we are delivering is right for you.
Charter and May focus on two key areas:
Personal Services – Bespoke wealth management and structuring for HNW and UHNW individuals, with an aim to optimise their taxation across multiple jurisdictions, protecting assets in trusts, as well as residence and domicile planning. Charter and May also assist retail clients on the use of EIS investments to recoup income tax and protect investments from an array of taxes, as the investment matures.
Corporate Services – Structured finance solutions for corporate clients, including assistance with EIS funding applications and global taxation work.
Chiene & Tait - Neil Norman
With offices in Edinburgh, London, Inverness and Glasgow our team of 10 Partners and over 140 staff provide technical support on accounting and tax matters across a range of sectors and services. Neil Norman and his Entrepreneurial Tax Team support start-ups, entrepreneurs and angel investors with expert advice on business structuring, planning and tax reliefs. The Team was awarded “Tax Team of the Year” at the 2016, 2017 and 2018 Scottish Accountancy Awards.
Our dedicated Entrepreneurial Group comprises experts from across Chiene + Tait including Business Support, Corporate Finance, Tax, Audit and Payroll. For entrepreneurs we provide business structuring, exit strategy, share schemes, equity structuring, Research and Development tax relief, and sources of funding. For investors we provide advice in Seed Enterprise Investment Scheme (SEIS), Enterprise Investment Scheme (EIS) tax reliefs and Venture Capital Trust (VCT) tax reliefs, deal advice and consultations.
We were delighted to be Highly Commended in the category of “Best EIS Tax Advisor”at the EIS Association Awards, for the last three years running. We remain the only team based in Scotland to have ever received this recognition. Neil Norman was awarded for achieving the Best Result in the EIS Diploma at last year’s EIS Association Awards.
Edwards Pearson & White LLP - Peter Stuffins
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.
Finerva - Adam Brodie
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.
Fiscability UK - Chris Lee
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.