A step-by-step kit for UK founders preparing to ask HMRC for SEIS or EIS advance assurance before raising from angel investors. 13 lessons with copy-paste templates.

What’s inside
• SEIS or EIS: an eligibility check using the current limits
• Qualifying trade and the risk-to-capital test, in plain English
• The master document checklist for the HMRC application
• A business plan outline HMRC can follow, with a worked example
• Forecast and use-of-funds templates (copy-paste sheets)
• Share structure, articles and ASA pre-flight checks
• An investor one-pager template: how the reliefs work for them
• Submitting the online application, step by step
• Replying to HMRC questions, delays and refusals (reply templates)
• After approval: issuing shares, the SEIS1/EIS1 compliance statement, SEIS3/EIS3 certificates
• A final checklist before you apply and before you issue shares

Who it’s for
First-time UK founders raising a pre-seed or seed round from angel investors.

What it isn’t
Advance assurance is not guaranteed, and this kit cannot promise approval, investors or funding. It is educational content, not tax, legal or investment advice, and it does not replace an accountant or solicitor reviewing your documents. Rules change: figures were checked against GOV.UK in October 2026, so confirm current limits before relying on them.

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