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107 Legal dos and don'ts of EIS and VCTs with Tom Wilde of Shoosmiths
Manage episode 454752875 series 3320023
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Tom Wilde helped start and now heads up the EIS and VCT tax practice at Shoosmiths. He has seen a wide range legal issues founders, companies and investors make when setting up and receiving EIS or VCT investment. He pulled together some for a recent presentation and we get 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!
00:40 Tom introduces himself
01:35 what Shoosmiths does in EIS
03:40 starting the right way
04:10 need to use a new company
06:10 get founder shareholdings right
08:00 independent investor rule
11:20 raising SEIS and EIS funds together
13:45 risks of buybacks and losing tax reliefs
19:10 changing trades
25:10 getting subsidiaries right
29:15 types of shares that can be used
33:50 do the rules work effectively?
38:50 state of the market
42:15 current challenges for companies
47:10 favourite questions - mental health discussion
Links
Tom on Shoosmiths website - https://www.shoosmiths.com/people/cvdetails/tom-wilde
Tom on LinkedIn - https://www.linkedin.com/in/tomwildeshoosmiths/
Subscribe to the EIS Navigator podcast on most services here: https://the-eis-navigator.captivate.fm/listen
Suggested books and media
A Path Through the Jungle by Steve Peters
Bio
Tom Wilde
Partner, Shoosmiths
Tom is the 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.
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