In this session, we’ll discuss the role of tax planning (pre, during and post investment) and how you can use incentives to optimise your return on investment.
We will hear from a number of local entrepreneurs on their growth journey and how they have utilised tax planning early to ensure their business value is protected as they build for growth over the now, next and beyond. You’ll walk away with an understanding of what tax planning you need to think about and useful, practical advice including incentive planning.
Tom leads the EY Yorkshire Private Tax team and brings together a team of tax specialists focused on looking after privately owned, Private Equity backed and AIM listed companies. They support entrepreneurs, high net worth individuals and their businesses across a broad range of issues: family tax advice, shareholder planning, management incentives, private equity/M&A and private company advice. He will be sharing his experience on guiding clients through scale up and onto VC or private equity investment.
Tom will share his experience guiding clients through scale up and onto VC or private equity investment.
Jonathan is EY R&D leader for the North and Scotland and will share his insight on maximising your R&D claim and ‘being on market’ vs your peer group. Jonathan is EY’s first partner dedicated to this area in Scotland and is a reflection of his dedication on helping businesses access research and development tax credits and innovation grant funding.
Come prepared for a friendly and open discussion with your peer group!