Andy became a client in 1995 when he wished to cash in his share options as he left the company he had joined as a senior executive. Using an EIS relief to defer the CGTon the shares he set up both a consultancy company and a music business. Each company bought a share in a property.
He then moved to the USA to start up a new business and we maintained his UK interests – filing personal tax returns. Four years later he returned to the UK and we helped with his US tax issues on the sale of his property – liaising with a US accountant that he had appointed – who had no experience of UK tax.
Subsequently he invested in an SEIS company.
Throughout the whole period we have prepared self assessment returns for him and his wife and accounts for the companies.