Raise. I need money.
SEIS and EIS advance assurance checklist
The 2026 SEIS and EIS rules side by side, and every document HMRC asks for.
- Format
- Printable checklist
- For
- Founders and finance leads preparing a raise with SEIS or EIS.
- Licence
- Free forever. Use it, change it, use it in paid work. Don't resell it as yours. The licence
What's inside
The company rules for both schemes side by side, the investor reliefs, the document list, prompts for the risk to capital case, the common reasons applications stall, and the steps after the shares are issued. Checked against GOV.UK on 11 September 2026.
How to use it
- Check which scheme fits in Part 1.
- Tick off the company conditions before you write anything.
- Gather the documents and write the risk to capital case in plain English.
- Apply once the amount and terms are settled, and don't issue shares on terms HMRC hasn't seen.
Get it
SEIS and EIS advance assurance checklist goes on the shelf soon. Nothing to fill in until then.
Sources
- GOV.UK: Apply to use the Seed Enterprise Investment Scheme to raise money for your company
- GOV.UK: Apply to use the Enterprise Investment Scheme to raise money for your company
- GOV.UK: Venture Capital Trusts, Enterprise Investment Scheme investment limit increase and restructure
- GOV.UK: Apply for advance assurance on a venture capital scheme
- HMRC Venture Capital Schemes Manual VCM60270
- GOV.UK: Tax relief for investors using venture capital schemes