Seed EIS Platform- Investors

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Seed EIS Platform Investors

Transcript of Seed EIS Platform- Investors

Page 1: Seed EIS Platform- Investors

Seed EIS Platform

Investors

Page 2: Seed EIS Platform- Investors

What is Seed EIS Platform?

“The platform is the online meeting place for

“Investors” and “Business Owners” where uniquely

all propositions are eligible for the governments

Seed Enterprise Investment Scheme”

Mark Insley — Managing Director

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Benefits of Seed EIS to Investors

Opportunity for large gains

Tax Relief immediatly

Involvement in a new business

Group Investing - Create your team

Offering Expertise to

Young Business Owners

Have a Personal Interest

in your investment

The Tax Part ...

50% Tax relief for all investors

Up to 78% tax relief if a capital gain in the

current tax year

No Capital Gains tax to pay on the disposal of

any future investment

Losses after relief can be offset vs future

capital gains

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Why be an Investor on the Platform?

All propositions are qualified for SEIS advice

We work closely with all business owners and help create the right price to

find them investment

Be Involved in the currently exciting space of “Start up Britain”

Invest in some of the UK’s brightest start ups

Not all investments have to be high risk for big return

Find and work with local business

What the experts say….

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Investment Example ….

Later in the year the investor then sells other assets for a profit ...

Peter has always liked the idea of owning a share of a small business in his retirement. Having visi-

tied the platform he is interested in a new public house company looking to invest in his local area

in the leisure sector. He is impressed with the analysis on the platform and chooses to apply to sub-

scribe for £10,000 of shares—part of the £100,000 the company is looking for. The company has al-

ready been trading for 4 months and he is midway in to the tax year so on receipt of his SEIS3 cer-

tificate from the company he applies to HMRC for his tax rebate that is part of the scheme. He is de-

lighted when his cheque for £5,000 arrives. He has thus already received half of his investment back

and still owns shares for the invested amount of £10,000.

Peter had invested in a property 5 years ago when his son was at university. Peter

paid £200,000 for the property. He decides the property is no longer required and

accepts an offer for £220,600 and thus making a £20,600—Peter is able to use his

personal allowance of £10,600 but is delighted when his adviser points out that

due to his SEIS investment the 28% (£2,800) tax he would normally have had to

pay to the government as part of his annual return is waived in the current tax

year. The investor thus is able to have an effective 78% of relief on his original

£10k investment.

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After Year 3 ...

Alternatively after 6 Months another round

After year 3 there are a number of options.

The lease to the pub may be sold and proceeds and profits realised. The company is liquidated and 13k is returned to

Peter. This is a 30% return on the original stake. Added to the 78% return already received a total return of 108%.

Many business’ may want control back ...and from retained profits may look to buy shares back from investors. This is

totally fine and Peter can choose to accept or reject the offer.

Another option is the whole company is acquired by another pub group for a total of £15k on the initial £10k. Another

great return for Peter.

Peter may choose to be a long term shareholder in the business and can retain his share and be entiled to all dividends.

The important part here is whichever option there is no CGT to pay on the gain.

It ‘s clear to see that the decision to take over the lease on the first pub has been a huge suc-

cess. 80% of the raised capital has been spent. Under the SEIS scheme the company is now eli-

gible to apply for EIS funding—This can potentially be of a greater size. Peter sees the growth

potential and opts to put in a subscription firstly for £7,800 which is his effective return and a

further £10k. He has paid enough tax in the current year and is able to claim a further 30% on

both amounts. On the £7,800 this is another £2,340 in relief—taking the total received to

£10,140—more than the original investment. They receive a further £3,000 from the second

£10k. Peter now has shares worth their original value (£27,800) and has received back £13,140

in relief. When sold in future there will also be no CGT on either tranche.

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www.seedeisplatform.com

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Creating a profile ... Answer a few Investor specific questions to help

us understand the type of individual that you are

and help you get the most out the platform and

hopefully meet the right business owners.

Create an account with full access to our support services .

We will call you back to find out a little more about you

and in no time connect you to the platform and the “Seed

Community”

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Investor Profile Area …

Have quick access to your favourite

investments ...

Create your own “investor group” and

find quick responses to your questions

in your personal inbox ...

This is your profile page

where you can quickly

access different parts of the

site, check for updates on

your favourite proposal or

send messages to other

Investors and Business

Owners… As shown below.

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Business Proposals The more you become part of the “Seed Community”

the more you will utilise the site and see the growing

range of viable Business Proposals available for you

to consider investing in.

All the proposals have been vetted have our own

analysis, 3rd party independent analysis and research

from the seed community.

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Helping You Make Your Decisions

We do not advise on investments but provide the facts

and figures and analysis from both Business Owners and

carefully selected 3rd Party’s.

We have a team of

Masters students

looking at each

proposal and posting

their analysis online.

We have partnerered with AG

Capital who are producing

their own detailed analysis of

each proposal.

Speak and view skype calls

with Business owners where

all the key questions are

answered.

We carefully assist each busi-

ness to create a strong and

professional business plan to

help shape their vision and

strategy

Our internal analysts crunch

the numbers and create our

market leading summary of

each proposal.

We allow investors to view the

brochure sent to HMRC to get

the scheme approved. This has

useful insights on size and

vision directly from the

business owner / directors.

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Sowing the Seeds in the Community

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We have confidence that this will be a year to remember for “Start

Up Britain” and want you to be a part of it.

We have a wide spread of business proposals all with different risks

and potential gains.

If you do require anything else or are ready to speak either call us

on 01344 624480 or email [email protected]

Further information on the platform can be found at

www.seedeisplatform.com

Please follow us on twitter - SeedEIS_platform

The Next Steps

“This is potentially one of the most

extraordinary incentives ever created”

Seed Investment article from the Financial Times 03/03/2012

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Seed EIS Platform

12 Holmes Close

Ascot

Berkshire

SL5-9TJ