Webinar: Compliance Compass
- Angel groups
- Venture Capital investors
- Early-stage ecosystem leaders
This focused session will unpack the key legal, tax, and regulatory implications following the UK Government’s latest Budget announcement, helping investors and fund managers navigate what’s next for early-stage investing.
David Brookes
Consultant
Philip Hare & Associates
Ollie Blears
Partner
RW Blears LLP
Jo Bateson
Partner
Mercer & Hole
Inger Anson,
Corporate partner & Head of HCR
Hewitsons
Roderick Beer
Managing Director
UKBAA
Agenda
10:00am Opening remarks from Roderick Beer, Managing Director, UKBAA
10:10am Post Autumn Budget update for HNW and UHNW with Jo Bateson, Partner, Mercer & Hole
Focusing on:
- The key fiscal and legal takeaways for private investors following the UK Government’s latest Budget announcement.
10:25am Client categorisation: what’s changing and why it matters for angels with Ollie Blears, Partner, RW Blears LLP
Focusing on:
- The end of the “10 trades a quarter” test, the new £10m investable assets route and tougher firm assessments
- How categorisation differs from HNW and sophisticated investor status
- Practical impact on your onboarding, consent and existing professional client status
10:40am Post-Budget Tax Update with David Brookes, Consultant, Philip Hare & Associates
Focusing on:
- Tax update on the 28 October Budget, covering EIS/SEIS, CGT, inheritance tax and Business Relief, and what it means for you.
10:55am An Overview of Venture Debt with Sarah Ilic, Partner, Hewitsons’ Cambridge Office
11:10am The Realities of Entrepreneurs Relief with David Smith, Co-founder and Partner, DSW Ventures
