Expertise to Entrepreneurs

Commerical Advice for High Net Worth Entrepreneurs

If you are considering making risk based investments in unquoted companies with a view to securing a healthy return where do you get advice on the optimal structure and associated tax implications of such an investment?

At AAB our team of Entry 2 Exit Experts ('E2') concentrate on ensuring our Entrepreneurs achieve higher returns by delivering structuring and tax advice with a commercial focus.

We Excel in This Space

The worldwide banking collapse caused the realignment of funding criteria at high street banks, making access to funding for many unquoted companies more difficult. At the same time, high net worth (‘HNW’) individuals have seen a reduced return on monies from traditional investments. As a result the UK government has strengthened tax incentives for Entrepreneurs with a view to encouraging HNW individuals to invest in unquoted companies. The government’s ultimate belief is that in doing so these companies will make GB plc financially stronger and banks will be more inclined to lend on the back of companies having a better financial position.

Our specialists in E2 utilise their expertise and work daily to differentiate themselves in the market by delivering innovative investment structures which provide our entrepreneurial client base a greater return on their investment. This is achieved in a number of ways:

  • Advising on the optimal vehicle for making the investment, be that personal investment or investing through a Corporate, an Limited Liability Patnership, a Limited Partnership etc; see our co-investment limited partnership case study 
  • Ensuring the investment is structured correctly with a balanced mix of debt and equity;
  • Advising HNW individuals with crystallised gains on the potential to defer Capital Gains Tax by making equity investments in unquoted companies; see our start-up case study
  • Considering the background to the investment and the investment target with a view to accessing government backed tax incentives for investors on entry and on exit through reliefs such as the Enterprise Investment Scheme (EIS) or Seed EIS (SEIS); see our tax advantaged funding case study
  • Working with investor and the investee’s management to establish an agreed Corporate Strategy with a view to delivering growth in the company, a strong management team and ultimately an exit for our investing client; see our strategic growth case study
  • Advising the management of investee on methods to incentivise the work force through employee share incentives or remuneration strategies in order to ensure workforce continuity, a key driver in delivering the company’s strategy; see our shares for management case study
  • Advising on optimal exit structures with a view to delivering an exit which realises our client a combination of optimal exit proceeds, minimal taxes and an exit with minimal disruption.

Throughout the life of the investment and beyond, our involvement ensures our entrepreneurial clients to gain the right commercial and tax advice to maximise their return.

Client Testimonials

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Andrew Cowie Construction Limited

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Contact

Contact

Graeme Allan

Managing Partner

"I ensure the expectation of return for my Entrepreneurial clients is exceeded by providing commercially focused structuring and tax advice."

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T: +44 1224 451908

Derek Gemmell

Partner

"I assist entrepreneurs in achieving exceptional after tax returns on their investments."

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T: +44 1224 451828

Meet the Team

Publications

Publications

 
Rewarding Millennial Employees With increased difficulty to motivate "millennial" employees AAB's E2 division has identified some HMRC approved share opportunities that may be of use...
 
That's a fine mess we can get you out of! How mnany business advisers have encountered a company or a group that has enjoyed numerous years of profit...
 
Twice the Tax Saving Pensions have always been regarded as one of the most tax efficient ways of extracting profits from a business, but many entrepreneurs have avoided going down this route...

More Publications

Publications

Upcoming Courses

 
 
 
 
 
Doing Business in Norway 
Date:        Tuesday 13 June 2017
Location:  Kingshill View
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