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107: Legal dos and don’ts of EIS and VCTs | Tom Wilde of Shoosmiths

10 Dec 2024 / Podcast Tax Advantaged

Tom Wilde helped start and now heads up the EIS and VCT tax practice at Shoosmiths. He has seen a wide range of legal issues that founders, companies and investors make when setting up and receiving EIS or VCT investment. He pulled together some for a recent presentation and we asked him to expand on them.

In a wide-ranging discussion, we talk about:

  • Starting the right way;
  • The independent investor rule;
  • Raising SEIS and EIS funds together;
  • The challenges that buybacks present;
  • Doing subsidiaries correctly;
  • The types of shares that can be used;
  • The current state of the EIS and VCT market;
  • Mental health in the workplace.

The Shoosmiths practice is deeply involved in EIS, giving Tom great experience and knowledge. Take advantage of that here!

Please email [email protected] if you have any questions or comments on The EIS Navigator.

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Links

Read more about Tom on the Shoosmiths website.

Get in touch with Tom on LinkedIn.

Suggested book

A Path Through the Jungle by Steve Peters

Tom Wilde, Partner, is Head of Shoosmiths’ EIS tax practice. Tom is one of the UK’s leading experts in this field and has extensive experience advising a wide range of investors and investee companies on structuring and implementing tax-efficient investments, reorganisations and exits in compliance with the EIS regime. Tom is also a qualified Chartered Tax Adviser, a member of the EIS Association’s Tax and Technical Committee, and a member of the QCA’s Tax Expert Group.

Disclaimer

Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments.  Your capital is at risk. Past performance is not a reliable indicator of future performance.  Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.