Insight Finance Directors

17/12/2024

I'm sure things should be getting a little quiter in the run-up to Christmas but it's a non-stop roller-coaster (I love riding a roller-coaster by the way!)

So its great to know that we have trusted partners to rely on.

We did quite a bit of research (thanks for your patience) and finally chose what we believe to be the most professional and ethical business allies.

We're proud to announce our association with R.E.P.R.E.S.E.N.T & we're confident that our work together in 2025 will see us serving our clients at ever higher levels.

Thanks in particular to James Sundin & Antoaneta Pop!

Viva la Revolution!

Insight FD Partners with R.E.P.R.E.S.E.N.T to Empower Business Growth Insight FD, a trusted name in part-time Finance Director services for SMEs and start-ups, is delighted to announce its new partnership with R.E.P.R.E.S.E.N.T. This collaboration brings together two organisations committed to empow...

29/09/2023

Nice email from our friends at Xero yesterday confirming that we have moved up to Silver Partner status.

Just goes to show that hard work pays off!

09/02/2023

The 10 things you need to know about EIS & SEIS:

3️⃣ Companies attracting SEIS investment must have been trading for less than 2 years (but this rises to 3 years from April 2023) and must have less than 25 employees.

Do you think that an Angel Investor could be good for your business?

Check out our blog: https://bit.ly/3Iku3ix

Here at Insight FD, we find that raising finance can be one of the most challenging yet fundamental aspects in securing a business’ future. Equity investment can be a useful route & SEIS and EIS are really effective schemes for entrepreneurs and growing businesses. These schemes make investment in...

08/02/2023

The 10 things you need to know about EIS & SEIS:

2️⃣ Both schemes (SEIS and EIS) encourage early investment rounds in the UK. Partly as a result of the success of these schemes, the UK has one of the most active markets for angel investment. The UK Business Angels Association states that 90% of angel investors have invested through the EIS or SEIS. The introduction of these schemes has encouraged annual investment of around £1.5bn.

Are you considering attracting equity investment into your business?

Check out our blog: https://buff.ly/3lmx08U

07/02/2023

The Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS) - 10 things you need to know:

Here at Insight FD, we find that raising finance can be one of the most challenging yet fundamental aspects in securing a business’ future. Equity investment can be a useful route & SEIS and EIS are really effective schemes for entrepreneurs and growing businesses. These schemes make investment in...

28/10/2022

Arguably the most important thing in running a business, is ensuring that it has a healthy cashflow.

At Insight FD we are constantly looking for new ways to help our clients to manage their cashflow so it made perfect sense to earn this Xero accreditation.

05/08/2022

The team here at Insight FD & Insightful Accountancy were more than thrilled to receive confirmation of our Xero Bronze Partner status this morning after only a few months in business.

Next stop Silver!

24/06/2022

Insight FD has started using Crezco, a payment solution that is free and instantly processes invoice payments.

Freeing up cashflow for your business seems impossible until you start using Crezco!

If you want to learn more, send us a message or email us [email protected]

25/05/2022

During these challenging times of rapidly increasing bills, we're delighted to announce that we have partnered with Reducer to help our clients to review their business costs and achieve real savings.

Here's an example of average annual savings:

22/04/2022

SEIS & EIS

The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) are UK government schemes designed to help smaller trading companies raise finance, by offering attractive tax reliefs to investors who subscribe for new shares in these companies.

The SEIS is for initial stage start up and smaller businesses and the EIS is for slightly larger, scale up businesses that need further investment to prosper. In order for new shares to qualify for EIS or SEIS benefits, a number of conditions must be met in relation to the company, the shares and also the investor.

EIS and SEIS tax benefits for investors

SEIS tax benefits

Individuals who invest up to £100,000 a tax year in new shares in SEIS-qualifying companies can claim the following tax reliefs:

Relief against UK income tax at 50% of the amount invested (or the income tax liability, if lower); and

Relief from UK capital gains tax (CGT) on any profit made on a disposal of the SEIS shares provided that the shares are held for a period of at least three years starting from the date of the investment (or the date the company begins trade, if later) and can also write off up to 50% of an existing CGT liability on other assets.

EIS tax benefits

Individuals who invest up to £1 million in a tax year in new shares in EIS-qualifying companies can claim the following tax reliefs:

Relief against UK income tax at 30% of the amount invested (or the income tax liability, if lower); and

Relief from UK capital gains tax (CGT) on any profit made on a disposal of the EIS shares provided that the shares are held for a period of at least three years starting from the date of the investment (or the date the company begins trade, if later); and can also defer CGT on gains made on other assets until the EIS investment is sold.

GET IN TOUCH TO LEARN MORE

21/04/2022

What is needed, rather than running away or controlling or suppressing or any other resistance, is understanding fear; that means, watch it, learn about it, come directly into contact with it. We are to learn about fear, not how to escape from it.

- Jiddu Krishnamurti

01/04/2022

Great meeting with a client yesterday where he turned the tables and really drilled into our business.

It was such an insightful process & one that I would recommend anyone to take up if James approaches you.

As a bonus - James gave me this book as a gift which is especially lucky for me as it was already on my list to get hold of a copy!

So that rounds off another great week & what's more, I am on leave next week visiting Brighton & Bristol.