EIS Masterclass for IFAs and Wealth Managers | London
Event Information
Description
- Discover the typical client profile likely to take up EIS – and the benefits EIS offers
- Get compelling answers to the EIS questions your clients are waiting to ask you
- Earn three hours of structured CPD from the CISI, CII and PFS while also working towards an EIS Diploma
- Leave confident you’re compliant and ready to advise on EIS
“When it comes to building a panel of EIS, what should guide my decisions?”
“In light of the new pension freedoms, what role can EIS play?”
“How have the new rules announced in the Budget changed things for EIS investors?”
“Is the EIS just for high-net-worth individuals?”
- Learn how to avoid common misconceptions and pitfalls
- Take away practical tips on how to use EIS with your clients
- Hear the latest EIS regulatory updates: which investments are in and which are out
The masterclass will cover tax planning and how to maximise the benefits for suitable clients. It will also cover key compliance issues such as client segmentation, panel selection and keeping a good advice audit trail. Finally, it will explore other benefits of EIS such as capital gains deferral and IHT relief.
The sessions will also consider investment topics, including appropriate levels of diversification and what’s next for that perennial EIS favourite, renewable energy. You won’t have to listen to any product pitches though, because we don’t allow them.
100% money-back guarantee
We're so confident you'll be delighted with your EIS Masterclass, we offer a full money-back guarantee. We will promptly refund your full booking fee if you feel the class doesn't give you the perfect grounding in EIS it promises.
For absolutely everything you need to know about our EIS Masterclasses, visit our dedicated webpage.
Every Intelligent Partnership masterclass gives you exclusive access to some of the top practitioners in the business. You'll learn from their successes (and sometimes, their mistakes), and receive a wealth of knowledge and perspective you can put into practice when you return to the office. Speakers confirmed for this event include:
- Henny Dovland - TIME Investments
- Madeleine Ingram - Calculus Capital
- Robert Davis - Calculus Capital
- Daniel Kiernan - Intelligent Partnership
- Matt Taylor - Rockpool
- Andrew Marris - MICAP
- Damian Davies - The Timebank
- Simon Ruthers - Oxford Capital
- Andrew Melville - Ernst & Young
- Philip Salter - The Entrepreneurs Network
AGENDA
In just half a day, you'll get energised with a remarkable scope and depth of extremely relevant and timely professional training.
09:00Opening Comments
09:05 Small Company Investing: The impact beyond investment, the risk and returns of small company investment 09:20 Tax Planning: Tax planning case studies with EIS, and how EIS interacts with the new pension rules 09:45 Suitability: What needs to be included in a suitability report when recommending alternative investments? 10:10 Due Diligence: How to conduct due diligence on EIS managers and their products and services 10:35 Panel Q&A 10:45 Break 11:05 Sourcing, Selecting and Supporting Small Businesses: How managers successfully assemble and manage a portfolio of EIS qualifying companies 11:30 Concentration or Diversification: The benefits of taking a portfolio approach when investing in EIS 11:55 Changing Regulations: European State Aid rules and the 2015 budgets - have they changed anything for EIS investors? 12:20 Fees, Performance and Alignment of Incentives: How to measure the performance of EIS funds and what you need to check about fees and incenctives 12:45Panel Q&A
12:55Closing Comments
13:00Lunch
TESTIMONIALS
"Their workshops on these subjects are professionally run, with a wide variety of credible presenters who really cover pertinent matters. I never imagined being as enthusiastic at a paraplanner session, which I think was the best element of the last workshop. They are recommended to all practitioners who operate in this area” Mark Hynes, Wealth Strategies
"The tax efficient Investment seminars are well organised and form an excellent introduction to a complex area of client advice. They provide a good overview of products and technical issues, and are a great way to make new contacts" Ewoud Karelse, Towry
"The masterclass was a well organised event with some excellent speakers and very useful information. I will be sure to attend more classes in the future" Jonathan Willis, True Potential Wealth Management
"Very well organised event. I found it extremely informative and felt the panels were exceptional" Jamie Davies, Crown Wealth Managment
"Well run with a diversity or speakers and topics" David Stone, Mansion House Capital
EIS DIPLOMA
The content of the Masterclass is designed to act as assisted learning for core elements of the EIS diploma. The EIS Diploma is an online examination that goes to the next level to ensure you will be fully equipped to advise your clients confidently and compliantly. (Note that, as a Masterclass graduate, you are entitled to enjoy our specially negotiated group discount to register in the EIS Diploma.)
The course has been prepared by EISA and Tolley, hosts of this masterclass and exclusive training provider for the EIS Diploma. You'll be able to:
- Study at your own pace, any time, day or night
- Choose when and where to write the final examination
- Learn with an in-depth study manual that includes practice questions and tutor support
- Gain a greater understanding of the benefits and risks of EIS investments
