SEIS Monitoring Projects – 1

A long standing client of mine who is a reasonably wealthy and keen investor in small businesses asked me to come up with a plan to monitor his SEIS investments on a more proactive basis to avoid flashpoints, manage risk and avoid costly cash calls.

Me and my team put in place a plan which included regular visits and auditing via reporting to a central point. My consultants  and I visited these investments regularly and reported back to the client and his other professional advisors such as his solicitors and accountants.

I will be writing more about SEIS projects soon.