Free tool: Printable checklist
SEIS and EIS advance assurance checklist
The 2026 SEIS and EIS company rules side by side, every document HMRC asks for, prompts for the risk to capital case, and what to do after the shares are issued.
What it is
A printable checklist for preparing a SEIS or EIS advance assurance application, checked against GOV.UK on 11 September 2026.
Who it's for
Founders and finance leads preparing a raise with SEIS or EIS, and the advisers helping them.
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, common reasons applications stall, and the steps after the shares are issued.
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Licence
Free to use and adapt. Commercial use allowed. Do not resell it as your own. Please credit HAM Agency (ham.agency). This checklist is general information, not tax advice; take advice on your company's position.