LekhaWekha – Outsourcing Solutions for Accounting Practices
Outsourced SEIS EIS Planning UK Accounting Firms | LekhaWekha
Venture Capital Scheme Support

Outsourced SEIS EIS Planning for UK Accounting Firms

Support startup and growth-company clients with cleaner SEIS/EIS planning packs. LekhaWekha prepares eligibility checklists, advance assurance support, investor documentation, risk-to-capital prompts, compliance statement support, and white-label reviewer-ready venture capital scheme files.

Advance Assurance Eligibility Checks Investor Packs SEIS/EIS Compliance White-Label Advisory
SEIS
Startup Relief Support
EIS
Growth Funding Support
30+
UK Firm Partners
100%
White-Label
UK accountants preparing SEIS and EIS planning support for startup clients
SEIS
Advance Assurance Ready
ACCA Approved - Gold
ICO Registered
GDPR Compliant
IFA Member
IPA Registered
Secure Offshore Workflow

Venture Capital Scheme Support for UK Accountancy Practices

SEIS and EIS planning can unlock powerful investor reliefs, but the rules are detail-heavy. Company age, gross assets, employee numbers, qualifying trade, use of funds, risk-to-capital, connected investors, share terms, and compliance timing all need careful documentation.

LekhaWekha provides the outsourced SEIS EIS planning UK accounting firms need to prepare structured support packs while your firm keeps final eligibility advice, client communication, and HMRC submission control.

We support the practical preparation work behind advance assurance, investor packs, compliance statements, and post-investment evidence so your reviewers can focus on judgement and client advice.

What Your SEIS/EIS Pack Includes

  • SEIS and EIS eligibility checklist support
  • Advance assurance information pack preparation
  • Company age, gross asset, employee, and trade condition prompts
  • Risk-to-capital, growth objective, and use-of-funds notes
  • Investor details, connection checks, and share subscription schedules
  • Compliance statement support and EIS1/SEIS1 data checks
  • Investor certificate support and post-issue evidence trackers
  • White label SEIS EIS advisory UK accountants can deliver under their brand

Prepare Cleaner SEIS/EIS Packs Before Investor Conversations

Investors want confidence before they subscribe for shares. Your clients need a clear story, compliant documents, and a structured pack that helps your firm review the conditions before advance assurance or compliance submission.

Faster preparationOffshore EIS SEIS compliance support for UK firms needing structured preparation capacity.
Company checksCompany condition, qualifying trade, age, employee, gross asset, and financial limit checklists.
Funding evidenceGrowth, risk-to-capital, business plan, and use-of-funds evidence notes.
Investor schedulesInvestor, share class, connection, and subscription schedule support.
White-label packsSEIS/EIS advisory packs prepared under your firm's templates and review standards.
Secure records handlingInvestor and company financial information handled through controlled workflows.

SEIS/EIS Planning Support - From Eligibility to Compliance Pack

From advance assurance preparation to investor certificate support, our offshore team prepares the detail your reviewers need.

01

Eligibility Checklist Support

Company status, trade, age, employee, gross asset, investment limit, and excluded activity prompts.

02

Advance Assurance Pack

Company details, investor information, business plan support, share issue notes, and use-of-funds schedules.

03

Risk-to-Capital Review Notes

Growth objective, risk to investor capital, commercial uncertainty, and business plan evidence prompts.

04

Investment Limit Tracking

Prior funding, proposed investment, annual limits, lifetime limits, and SEIS/EIS interaction schedules.

05

Investor & Share Review

Investor details, connected person prompts, share rights, subscription dates, and share issue documentation checks.

06

Qualifying Trade Prompts

Trade description, excluded activity prompts, subsidiary checks, permanent establishment notes, and trading status support.

07

Compliance Statement Support

EIS1 and SEIS1 data support, share issue details, trading period evidence, and reviewer query packs.

08

Investor Certificate Support

SEIS3 and EIS3 data checks, investor schedules, certificate trackers, and post-approval handoff notes.

09

Risk & Evidence Pack

Assumptions, missing data, eligibility risks, adviser queries, and reviewer action points documented clearly.

SEIS/EIS Support Built Around Eligibility and Evidence

Your firm keeps final advice and submission control while our team prepares the evidence, checklists, and planning pack.

Better Evidence Discipline

Eligibility points, risk-to-capital notes, business plan evidence, and investor details are organised for review.

Clear Reviewer Judgement Points

Connected investor risks, trade issues, use-of-funds concerns, and share rights are flagged early.

Lower Advisory Prep Cost

Outsource venture capital scheme planning so UK practices can review stronger packs without building every checklist from scratch.

Consistent SEIS/EIS SOPs

Your advance assurance checklist, evidence pack, investor schedule, and review process are followed each time.

HMRC Workflow Alignment

Support packs are prepared around advance assurance, compliance statements, and investor certificate workflows.

Secure White-Label Delivery

Investor and company information is handled with controlled access, confidentiality, and GDPR-conscious workflow discipline.

A 4-Step SEIS/EIS Planning Process

A structured workflow for white label SEIS EIS advisory UK accountants can review before final client advice.

01

Brief & Company Facts

You share client details, funding plan, share issue plan, investor list, business plan, and prior funding history.

02

Eligibility Pack

We prepare condition checklists, risk notes, investment limit schedules, and missing information queries.

03

HMRC Support Pack

Advance assurance, compliance statement, investor certificate, and evidence tracker support is prepared.

04

Review & Advise

Your firm reviews, advises, obtains client approval, and controls final HMRC submission.

Cleaner Venture Scheme Files, Less Reviewer Rework

We help your firm turn SEIS/EIS planning into a structured evidence workflow. Each pack separates company conditions, investor data, share details, business plan support, use-of-funds notes, and final judgement points.

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Age, assets, employees, trade, subsidiaries, and funding history are organised clearly.
Investor details, connection prompts, share rights, and subscription schedules are tracked.
Missing facts, assumptions, and risk points are documented before sign-off.
Your practice remains client-facing and controls final advice and HMRC submission.

A Dedicated SEIS/EIS Support Desk for UK Practices

LekhaWekha is the dedicated delivery unit of AskUs Consultants LLP, an ACCA Gold Approved Employer and ICO Registered firm. Our team supports UK-style SEIS/EIS planning, documentation, compliance support, and investor pack preparation workflows.

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Accountants trained on venture capital scheme support workflows
UK business hours overlap for technical queries and reviewer comments
Works with Excel, company records, cap tables, Companies House data, tax workpapers, and your internal advisory templates
GDPR-conscious delivery - ICO Registration No. ZB642347
ACCA Approved Employer - Gold standard training environment

Outsourced SEIS EIS Planning UK Accounting Firms

SEIS and EIS are valuable for startup and growth-company fundraising, but the planning work requires careful documentation. UK firms need to check company conditions, investor eligibility risks, share terms, trade activities, use of money, funding limits, and ongoing compliance before clients rely on investor relief.

LekhaWekha provides outsourced SEIS EIS planning support UK accounting firms can use to prepare eligibility packs, advance assurance documentation, investor schedules, compliance statement support, and reviewer notes under your firm's white-label process.

What Are SEIS and EIS?

The Seed Enterprise Investment Scheme and Enterprise Investment Scheme are venture capital schemes designed to help smaller UK companies raise money by offering tax relief to qualifying investors. The rules differ by scheme, and companies must satisfy detailed conditions before relief can be secured.

Why UK Firms Outsource SEIS/EIS Planning

With offshore EIS SEIS compliance support, UK firms can prepare stronger documentation packs without asking senior tax staff to build every checklist, investor schedule, and evidence tracker from scratch.

  • Prepare advance assurance packs and evidence schedules faster
  • Support white label SEIS EIS advisory UK accountants can deliver under their brand
  • Outsource venture capital scheme planning that UK firms can review before client advice
  • Improve consistency across eligibility checks, investor schedules, and compliance packs
  • Free managers to focus on final advice, risk review, and client communication
  • Document assumptions, missing data, and eligibility risks before submission

Advance Assurance and Compliance Support

Advance assurance can help companies and investors understand whether HMRC is likely to accept that a proposed investment may qualify. After shares are issued and conditions are met, compliance statements and investor certificates become part of the post-investment workflow.

Important: Final Advice Remains With Your Firm

SEIS and EIS planning requires professional judgement. LekhaWekha prepares research, checklists, calculations, and documentation support. Your firm remains responsible for eligibility conclusions, client advice, advance assurance submission, compliance statement sign-off, and HMRC communication.

White Label SEIS EIS Advisory UK Accountants

We work behind the scenes. Your clients see your practice, your advisory process, and your filing standards. Our team prepares the support pack so your reviewers can approve, refine, and submit with confidence.

Prepared for Advance Assurance, Compliance, and Investor Support

Each support pack is prepared around company facts, scheme conditions, investor data, funding limits, HMRC workflow, and your firm's review standards.

Company

Company Eligibility Support

Trade, age, gross assets, employees, subsidiaries, funding limits, excluded activities, and business plan notes.

Investor

Investor & Share Support

Investor details, connected party prompts, share rights, subscription data, and post-issue evidence trackers.

Assurance

Advance Assurance Support

Information packs, use-of-funds notes, business plan checklist, investor schedules, and risk prompts.

Compliance

Compliance Statement Support

EIS1, SEIS1, EIS3, SEIS3 data checks, evidence gaps, assumptions, and reviewer queries.

We Work in Your Software Environment

Software agnostic and familiar with UK tax, company secretarial, accounting, and practice workflow tools.

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Digita software logo
TaxCalc software logo
Caseware software logo
VT Software logo
Xero software logo
QuickBooks software logo
Sage 50 software logo
Sage Cloud software logo
FreeAgent software logo
Dext software logo
Capium software logo

What UK Accountants Say About Our SEIS/EIS Support

★★★★★

"Their SEIS/EIS packs make review much easier. Eligibility checks, investor schedules, and open questions are laid out clearly."

JS
James Sterling
Partner, UK Accountancy Firm
★★★★★

"We keep the final advice and HMRC submission, but LekhaWekha handles the evidence pack and documentation support behind the scenes."

SW
Sophie Wagner
Director, CA Practice, London
★★★★★

"The advance assurance preparation is structured and consistent. It saves our managers a lot of setup time on funding rounds."

SJ
Sarah Jenkins
Principal, Manchester Practice

Frequently Asked Questions About SEIS/EIS Planning

What is outsourced SEIS EIS planning for UK accounting firms?
It is white-label venture capital scheme support where LekhaWekha prepares eligibility checklists, advance assurance packs, investor schedules, compliance statement support, and reviewer-ready planning files for UK accountancy firms.
Can you support offshore EIS SEIS compliance support UK firms need for capacity?
Yes. We support company condition checks, investor data schedules, share issue details, compliance statement support, investor certificate trackers, and evidence packs.
Do you provide final SEIS or EIS advice directly to clients?
No. We prepare support materials and analysis. Final eligibility advice, client communication, HMRC submission, and compliance sign-off remain with your practice.
Can you help with SEIS/EIS advance assurance?
Yes. We can prepare company information, investor schedules, business plan checklists, share issue notes, use-of-funds notes, and risk-to-capital prompts for your firm's review.
Is the SEIS/EIS advisory support white-label?
Yes. Planning packs, eligibility notes, investor schedules, and compliance support are prepared under your firm's templates and standards.
Can you support compliance statements and investor certificates?
Yes. We can support EIS1, SEIS1, EIS3, SEIS3 data checks, investor schedules, post-issue evidence, and reviewer query lists.
Can you support urgent funding rounds?
Yes, depending on records and complexity. We can help prepare first-draft evidence packs and missing information lists for urgent review by your UK team.

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