SEIS Monitoring

A long standing client of Court’s who is a reasonably wealthy and keen investor in small businesses asked Court to come up with a plan to monitor his investments on a more proactive basis to avoid flashpoints, manage risk and avoid costly cash calls.Court and his team put in place a plan which includes regular visits and auditing via reporting to a central point. Court and his consultants visit these investments regularly and report back to the client and other professional advisors such as his solicitors and accountants

Bookmark the permalink.