Investing in the UK

Overview of the legal and tax aspects of early stage investing in the UK

Who Should Attend

• Potential investors, to better understand what early stage investing in the UK entails
• Private investors who want to optomize their investment portfolio and approach to investments
• Entrepreneurs who want to develop and/or optomize their approach to raising early stage financing

What Will be Covered

Part 1

• Managing SMEs; what investors should know:
  • legal structures and comparisons
  • founding documents and processes
  • taxation issues
  • regulations (HR and other)
  • stock options
  • IP
  • government grants and support
  • bankruptcy
  • annual reporting
  • governance issues

• Directorships in SMEs:
  • rights and responsibilities
  • insurance

Part 2

• Investing in UK SMEs:
  • considerations when investing as an individual or via a company/fiduciary
  • investing as a group
  • taxation issues
• Legal documents between investors and entrepreneurs:
  • types of documents - statutes vs shareholder agreements
  • types of shares and rights
  • key terms
  • key rounds and exits

How the Event is Delivered

• A visual presentation is used
• An experienced Business Angel shares their knowledge with you
• Attendees may share their experiences and raise issues they currently do, or have faced
• A sample executive summary and/or business plan may be reviewed

Terms and Conditions

Places are limited (maximum 6-10 attendees). Email cancellations received up to 10 working days prior to commencement of Part 1 will be refunded in full. Email cancellations received between 10 working days and 72 hours (3 days), may receive a credit to use on any of the other Go Beyond events or training modules.  No refund is accepted for cancellations received within 72 hours (3 days) or for cancellation/non-attendance of Part 2.