Lindsay Hogg, Watts Gregory, on planning
South Wales'
largest independent chartered accountant and business adviser,
Watts Gregory, has experience of advising both business angels and
businesses seeking investment. The firm is also a member of the
UK200 Group, a network that provides Watts Gregory with access to
specialist UK and overseas industry and valuation advice to further
enhance its client support.
For instance, tax planning is a key consideration for attracting
business angel backing. Securing and making the most of the
potential benefits of tax incentives, such as the government's
Venture Capital Trusts or Enterprise Investment Scheme, hinges on
timing and careful planning.
"At Watts Gregory, we focus on providing small and medium sized
businesses and private investors with a tailored service that
offers real value for money," explains managing partner, Lindsay
Hogg. "Our company ethos and experience means we're well suited to
supporting both business angels and businesses seeking investment
through xénos."
"We don't see ourselves as simply providing financial and
business planning advice," Hogg concludes. "For us it's much more
about working with angels and businesses to find the best solutions
for both parties to make the most of investment opportunities."
Lindsay Hogg's suggestions for businesses and potential
investors:
- Structure business finance to maximise your business's
commercial position.
- Plan carefully to make best use of tax reliefs and optimise
stakeholder return.
- The Enterprise Investment Scheme and Venture Capital Trusts
offer investors generous income and capital gains tax reliefs but
the detailed rules require particular attention.
- Experienced advisers are often able to identify other tax or
financial incentives and efficiencies to help the business and
maximise stakeholder return.
- Choose an adviser experienced in deal-making and financial
management, and with particular experience of working with angel
investors.
- Maintain a close working relationship with your adviser to
monitor and capitalise on commercial, financial and tax
developments.
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