Should we use an agent to handle SEIS/EIS applications or can we complete them ourselves?

Members strongly recommend using a specialist agent rather than attempting SEIS/EIS applications in-house. The consensus is that the process is complex enough that doing it wrong is a real risk.

**Recommended approach:** - **Seed Legal** — mentioned as a trusted agent for SEIS/EIS applications

**Key considerations:** - Multiple members advised "always use an agent — it's too easy to get wrong" - If you're claiming Capital Gains deferral relief (deferring gains from previous CGT-liable transactions into an EIS investment), this adds complexity and makes professional guidance even more important - Relief is claimed through the EIS3 certificate form via your tax return, similar to income tax relief claims - If you've already paid CGT on a gain before deploying it into EIS, your accountant will need to advise on the best reclaim route

**Caveat:** While the forms themselves (EIS3 cert) are theoretically completable, the strategic planning around Capital Gains deferral and ensuring compliance makes agent involvement the safer choice.