Training: Tax reliefs while using community shares capital

About the training

This 1.5-hour online session will consist of content delivered by Dave Boyle from the Community Shares Company. Dave will explain about the Enterprise Investment Scheme (EIS), the Seed the Enterprise Investment Scheme (SEIS), and Community Investment Tax Relief (CITR).

There will then be a Q&A session for practitioners to explore issues they are facing or further questions they have about the different tax reliefs.

There is no pre-reading to this session, but you might like to look at Dave's blog post here. 

We encourage participants to send in their questions in advance so that they can be considered for the session. An email address to send your questions to will be provided with confirmation of your booking. 

Format

• This training course will take place online for 1.5 hours
• A presentation will be delivered, followed by a Q&A session

How much does it cost?

• £50 + VAT for members of Co‑operatives UK
• £72 + VAT for non‑members

What attendees will learn

The differences between a tax reliefs when using community shares.

Who should attend

• Community shares practitioners keen to increase their knowledge and understanding of different tax reliefs.
• Societies considering launching a community share offer.
• Groups that are considering which form of society they should use to constitute their group.

Group bookings: For five or more people from one organisation

Our standard training courses can take a maximum of four people from any one organisation. If you have five or more people interested in one course, we:

• Highly recommend a bespoke in-house training course
• Can tailor the course content to suit the needs of your organisation’s size and model

Please get in touch with our Advice Team at [email protected] to get a quote and date availability from our trainers.

About the trainer

Dave Boyle is a Community Shares Practitioner and Licensed Standard Mark Assessor who has helped over 35 enterprises apply for investment tax reliefs (including over one third of the recipients of SITR), helping them secure Advance Assurance, claim their relief certificates and distribute them to investors.

Cancellations policy

Any cancellations made within 28 days are subject to full payment with no refund. Name swaps and deferrals can be made free of charge until the day of the event. Please contact us via [email protected] to discuss.

Payment MUST be received before the training takes place. We reserve the right to withhold joining instructions until payment is received.