[Session exclusive for Level39 members]

Evelyn Partners are the 6th largest accountancy firm in the UK and are also experts in wealth, and business advisory services. This unique approach to advice enables them to be specialists in advising owner managed, fast-growth companies from series A, through to exit and beyond. They help tech businesses scale by supporting them in devising and implementing financial strategies that are fully aligned to their business plans, as well as managing tax opportunities and risk and compliance in a streamlined and effective way. Evelyn Partners core services include:

·         Outsourced finance function support

·         Tax returns and reporting

·         Corporation tax  & VAT advice

·         R&D and patent box claims

·         International expansion including transfer pricing

·         Employment taxes – including global mobility

·         Employee share scheme implementation

·         Tax governance, strategy and control

·         Audit, Valuations & Business exits

·         Corporate finance – fundraising and transactions

·         Strategic personal advice for senior management and founders

For this OfficeHours session, there will be three specialists who will be able to answer your tax and accounting queries.

Michael Beard is an associate director in the technology team at Evelyn Partners. He has experience in complex cross border structuring and transactions, financing, and intangibles. He also spent three months on secondment with a large UK challenger bank, and therefore has an insight into the challenges faced by fast-growth enterprises.

Jade Els is a VAT manager at Evelyn Partners and specialises in advising tech businesses of all sizes around their VAT position in the UK and assists in improving efficiencies around their VAT recovery.

Simon Symes is a Director in Evelyn Partners technology team who specialises in assisting technology companies with R&D Tax Relief, Patent Box as well as Creative and Video Game Industry Reliefs.  His particular areas of focus are Software/IT & High Tech Engineering clients.