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Effective Financial Planning Using EIS and BR Investments

December 7 @ 7:45 am - 2:30 pm UTC+0

The EIS Association (EISA) are holding an Enterprise Investment Scheme (EIS) and Business Relief (BR) investment focused event aimed specifically at Financial Planners and Regulated Advisers.


Please note that attendance at this event is strictly only open to those who work for Financial Planning or Advisory firms and anyone who registers to attend the event from a firm not engaged in these activities will be unregistered and not permitted entry.


The last few years have seen significant changes in both the rules and investment philosophy of both EIS and BR investments. This has fuelled investor awareness and appetite for more knowledge in these two tax efficient areas of investing and as both types of investment provide attractive inheritance tax reliefs, we are bringing them together for an event, organised by the EIS Association, the independent trade body for the EIS and SEIS industry.  The event will provide individuals in the advisory community with a fully CPD qualifying session of informed opinion from industry experts on the relevant issues that we believe you face when advising in this area.


The event will be held on FRIDAY 7th DECEMBER 2018 (8am – 2:30pm). BREAKFAST AND LUNCH INCLUDED! at: The Great Hall, One Moorgate Place (the home of the ICAEW),London EC2R 6EA


AGENDA


 You will leave the event having : 



  • Learnt from Rory Percival, formerly of the FCA, on how compliance shouldn’t be a barrier to EIS/IHT recommendations

  • Discovered how to undertake competent due diligence & research on EIS/IHT investments

  • Let experts in the industry inform you on how changes in the EIS and IHT market affect your clients

  • Unlocked ideas on how to incorporate EIS/IHT investments within a client’s financial plan

  • Heard direct from the Government on their view of the EIS/IHT sector

  • Enjoyed listening to our keynote speaker on why now is an exciting time to invest in Britain’s entrepreneurial companies


 Tickets are free and places are limited - so book now. Breakfast and Lunch included.


Sponsored by 



Blackfinch, CoInvestor, Great Point Media, GrowthInvest, Foresight Group, Ingenious, Jenson Funding Partners and Time Investments 

Venue

Great Hall
One Moorgate Place, Chartered Accountants' Hall, Moorgate Place London EC2R 6EA United Kingdom

Organizer

The Enterprise Investment Scheme Association
Email:
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Locations

BELFAST ADDRESS
Catalyst Inc,
Titanic Quarter
Belfast
BT3 9DT
+44 2895 219365


LONDON ADDRESS
New Broad Street House
35 New Broad Street
London EC2M 1NH
+44 207 971 1002