Members

• Finalist Best EIS Tax Advisor at the 2022 EISA Awards;
• Best EIS Tax Advisor at the 2021 EISA Awards;
• Highly Commended 2016-2019 EISA Awards inclusive.

The CT team is genuinely passionate about helping high-growth companies and their investors. We have a 100% track record with HMRC in the last year, including reversing many EIS disqualifications inherited from other advisors.

Our service has evolved to grow the EIS market, encompassing tax, structuring, accounting, software, grant audits and financing. Our legal partner tax service provides the EIS advice for companies in the legal market, our outreach pro-bono services to female angels promotes greater investor diversity, our social media channels advocate the EIS scheme to a wide audience spectrum.

The CT Entrepreneurial Tax Team, established 10 years ago, has grown to be the largest we know of in the UK. As the only EIS-focussed team based outside of the Golden Triangle, have built a unique reputation in the EIS space advising dozens of companies/ investors across the whole of the UK and foreign companies looking to invest in UK companies. These factors resulted in a 45% growth in our services in 2021/ 2022. With offices in Edinburgh, London, Inverness and Glasgow, we not only work with partner firms in the UK, but also from across the globe offering a truly international service for ambitious, like-minded clients.

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.

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.