Brought To You By...                   Show Me The                  Money In 7 Steps                                   £££...
Brought To You By...            STEP 2 - Make Investing In             You A No-Brainer - SEIS /                       EIS...
Brought To You By...           TIP 1 -                       3 Tips For Using SEIS          Apply for                     ...
Brought To You By...              When You Pitch On           BankToTheFuture.com We            Will Make Sure You Get    ...
Brought To You By...    James founded BFG Ltd. 1 year    ago, it trades in an SEIS qualifying    trade, it has less than £...
Brought To You By...          James sends off the SEIS          Advanced Assurance form          & applies to pitch BFG Lt...
Brought To You By...                        Greg is the first to pledge                        £100k to the BFG Ltd. pitch...
Brought To You By...        £400k is held in the        BankToTheFuture.com        client account compliant        with SE...
Brought To You By...James has a company resolution and agrees onthe issue of NEW ORDINARY shares followingthe templates gi...
Brought To You By...        STEP 1 -   BFG Ltd. Receives    it’s £400k from   BankToTheFuture.         STEP 2 -          c...
Brought To You By...    James fills in SEIS / EIS    Compliance Statement and                                             ...
Brought To You By...                        Greg claims £50k of Income Tax                        Relief Off HMRC under SE...
Brought To You By...                        Greg sells a property for                        a profit before April 2013   ...
Brought To You By...                   SCENARIO 1 -            SCENARIO 2 -                BFG Ltd. sells for a    BFG Ltd...
Brought To You By...        Finding Investors        becomes a LOT easier.        TIP - Educate the high        rate tax p...
Brought To You By...     Show Me The Money                         In 7 Steps                   WANT STEPS 1 & 3-7? - Twee...
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How To Make Investing In Your Company A No-Brainer

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It is painful to watch entrepreneurs pitch investors and losing them because the investment is not tax efficient for them compared to other investments.

If only they knew that they could take advantage of the tax benefits that our government has given us to make raising finance a lot easier for businesses just like you in the form of Seed Enterprise Investment scheme (SEIS) and Enterprise Investment Scheme (EIS).

By the end of this presentation you will understand the tax schemes that make investing in you an easy decision without paying the accountant bill.

We also lay out the correct steps for applying step-by-step so you do not get in trouble with HMRC and lose your SEIS qualification for your investors.

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How To Make Investing In Your Company A No-Brainer

  1. 1. Brought To You By... Show Me The Money In 7 Steps £££’s SHOW SHOW SHOW SHOW SHOW SHOW ME ME ME SHOW ME ME ME THE THE THE ME THE THE THE MONEY MONEY MONEY THE MONEY MONEY MONEY VALUATI TAX FINANCI MONEY FINANCE LEGAL BUSINESS ON STRUCT AL PITCHES SOURCES STUFF PLAN & URE MODEL OFFERSunday, 13 January 13
  2. 2. Brought To You By... STEP 2 - Make Investing In You A No-Brainer - SEIS / EIS (C) COPYRIGHT 2013 BankToTheFuture.com & BnkToTheFuture.comSunday, 13 January 13
  3. 3. Brought To You By... TIP 1 - 3 Tips For Using SEIS Apply for To Raise Finance Advanced Assurance Up TIP 2 - Front... If you get the order wrong TIP 3 - you will not Educate Investors qualify... Using Our Resources...Sunday, 13 January 13
  4. 4. Brought To You By... When You Pitch On BankToTheFuture.com We Will Make Sure You Get The Order Right Meet James... (C) COPYRIGHT 2013 BankToTheFuture.com & BnkToTheFuture.comSunday, 13 January 13
  5. 5. Brought To You By... James founded BFG Ltd. 1 year ago, it trades in an SEIS qualifying trade, it has less than £200k in gross assets, less than 25 employees and is seeking £400k...Sunday, 13 January 13
  6. 6. Brought To You By... James sends off the SEIS Advanced Assurance form & applies to pitch BFG Ltd. on BankToTheFuture.com... Advance assuran Enterprise Inves ce application tment Scheme/ Seed Enterprise Investment Sche me To Where to send this form If your company Tax reference num is already dealt with ber Company Enterpris by one of the Sma e Centre (SCEC) offic ll form and docume es, send the com nts to that office. pleted If this is your first HMRC office curr advance assuranc ently dealing with e application, send your affairs SCEC and ESSU Tea it to: if not already dea m lt with at the SCE C South Wing 1st Floor, Fitzroy House Castle Meadow Roa d NOTTINGHAM NG2 1BD Name and address of company Name Company Registra tion Number Address Date of incorpor atio n DD MM YYY Y Postcode The company inte nds to issue ordi attract tax relief nary shares whi under the EIS or ch may SEIS, and seeks an The money raised assurance relating advance by the shares will to those shares. be used for raise approximat The company inte ely: nds to £ The following doc uments/informa tion are attache d/given: Latest company accounts and acco unts of any subs idiary company Details of all trad ing or other acti and details of whic vities to be carried h company(ies) will on by the compan use the money raise y and any subsidia ry d by the share issu e The latest draft of any prospectus or to potential inve similar document stors (such as a business plan) to be issued An up-to-date copy of the Memoran changes to be mad dum and Articles e of Association with details of any Details of any subs cription agreeme nt or other side agre ement to be ente red into by the shar Any other informa eholders tion relevant to this application (see Note 1 on page 2) SEIS applications only – details of any other ‘de min imis aid’ received (see Note 3) SEIS applications only – confirmatio issued or that the n that no shares company has not which qualified for received any prev EIS have previous ious investment ly been from a Venture Cap ital Trust EIS/SEIS(AA) Page 1 HMRC 05/12Sunday, 13 January 13
  7. 7. Brought To You By... Greg is the first to pledge £100k to the BFG Ltd. pitch on BankToTheFuture.com... Sarah pledges £50k shortly after... Followed by a £250k pledge by RajSunday, 13 January 13
  8. 8. Brought To You By... £400k is held in the BankToTheFuture.com client account compliant with SEIS rules...Sunday, 13 January 13
  9. 9. Brought To You By...James has a company resolution and agrees onthe issue of NEW ORDINARY shares followingthe templates given to him byBankToTheFuture.com... Greg, Sarah & Raj pass the BankToTheFuture.com Anti-Money Laundering ChecksSunday, 13 January 13
  10. 10. Brought To You By... STEP 1 - BFG Ltd. Receives it’s £400k from BankToTheFuture. STEP 2 - com... James updates STEP 3 - members BankToTheFuture. register... com issues share certificates to Greg, Sarah & Raj... ® ‘A’ Has to be done in this order to remain compliant with SEISSunday, 13 January 13
  11. 11. Brought To You By... James fills in SEIS / EIS Compliance Statement and Enterprise Investment Scheme Compliance Statement sends to HMRC... There is a time limit for sendin g this form (see Note 2 on page 5 for details). To (See Note 1 on page 5) Please read the notes before filling in this form. If there is not enough room in any of the spaces on this form, please give the details on a separate sheet. Refer to this in the Reference number relevant space. Use capital letters to fill in this form. Company details Company registration number Name of the company issuing shares Address of registered office Date of incorporation DD MM YYYY Address Postcode 1 Share issue details Enter the date the shares were issued DD MM YYYY The following subscribers have asked the company to issue certific (see Note 6). Only enter details ates on forms EIS3 for shares which of investors who have indicated it issued to them could unnecessarily restrict the they will be claiming EIS relief. company’s ability to raise money Including other investors (see Note 4). under the venture capital scheme s in the future Full name and address of Description of shares and the subscribers Number of Amount subscribed (£) nominal value of each share shares issued Totals £ EIS1(2012) Page 1 HMRC 05/12Sunday, 13 January 13
  12. 12. Brought To You By... Greg claims £50k of Income Tax Relief Off HMRC under SEIS... Sarah claims £25k... Raj claims £75k under EISSunday, 13 January 13
  13. 13. Brought To You By... Greg sells a property for a profit before April 2013 and claims £28k extra from HMRC...Sunday, 13 January 13
  14. 14. Brought To You By... SCENARIO 1 - SCENARIO 2 - BFG Ltd. sells for a BFG Ltd. goes bust profit & Greg, Sarah & & Greg, Sarah & Raj Raj pay no Capital offset their losses Gains Tax on their with minimal loss huge returns thanks thanks to SEIS... to SEIS...Sunday, 13 January 13
  15. 15. Brought To You By... Finding Investors becomes a LOT easier. TIP - Educate the high rate tax payers about your SEIS Investment Opportunity... Bankers... Lawyers... Accountants... Stalk the City!Sunday, 13 January 13
  16. 16. Brought To You By... Show Me The Money In 7 Steps WANT STEPS 1 & 3-7? - Tweet @BankToTheFuture & Ask For All 7 Steps with #ShowMeTheMoney (C) COPYRIGHT 2013 BankToTheFuture.com & BnkToTheFuture.comSunday, 13 January 13

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