Neil Pearson

Position: Partner
Phone: +(44)(0)121 456 8460
Fax: 01212003028
Offices:Birmingham

What can I do for you?

I work in our tax team and help:

  • Businesses, individuals and funds who are looking to structure investments into businesses on a tax effective basis
  • Fund managers who manage tax-favoured funds, such as VCTs, EIS and SEIS funds or SITR funds
  • Companies that want to encourage share ownership amongst their employees and management, including setting up “mutual” type ownership structures
  • Charities and other forms of social enterprises raising funding (particularly under the Social Investment Tax Relief)
  • “Mission Led Businesses” (businesses looking to make profit with purpose).

Supporting my clients’ aims

A real highlight for me was the work for Social Finance, one of the country’s leading social investment fund managers. I’ve helped them set up what is the first fund in the UK that looks to invest across the UK, whilst offering its investors social investment tax relief. Great to be at the forefront of what is a new and exciting form of investment – and using private investment to help improve the lives of disadvantaged children and young adults. And we’re now helping them structure the first investments being made out of this fund.

What else should you know?

Within our charity and social enterprise team, we also run a blog called Charity Legal Update and a regular email update on the latest legal and policy decisions affecting the charity and social investment sector.