Vicky Carson

Vicky assists clients with strategic business planning and HMRC advance assurance for SEIS, EIS and VCT. She also manages EPUTs and EIS funds.

About Vicky

Vicky specialises in structuring and managing Exempt Property Unit Trusts (EPUTs) and funds, as well as preparing HMRC advance assurance applications for  Seed EIS, EIS and VCT.  Vicky also assists clients with R&D tax credits, strategic business planning, preparing information memorandums and financial projections. She has authored several eBooks, such as a The Sapphire Guide to R&D Tax CreditsBusiness Plans and UK Patent Box.

Prior to Sapphire, Vicky worked at top tier investment banks in New York and Tokyo and was a manager in corporate finance and M&A due diligence departments at a big four accountancy firm. 

Vicky is a New York Certified Public Accountant (inactive status) and obtained her BSc from New York University's Stern School of Business.  Vicky is authorised by the Financial Conduct Authority to conduct investment business and has obtained the CFA Institute's Investment Management Certificate for the UK Context. Vicky has completed the EISA organisation's EIS Diploma and is an active member of the EISA. Vicky was the 2016 winner of the EISA Rising Star award and a finalist in Investment Week's Women in Investment award 2017.  

 

Testimonial

"Vasiliki's patience in compiling our funding document was truly amazing. She is smart, thoughtful and constructive in her work. She tirelessly spoke to us at any time of the day and was fast at turning around the document. I would recommend Sapphire to anyone looking to take a funding document to market.”

Clive Morris, Director, Client Machine Limited.

Contact Info

Phone - 07590043699

Email - Vicky Carson