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Become an EIS expert in a morning with our CPD-accredited masterclass
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
Get answers to tricky questions like these:
“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?”
The masterclass is designed to help you acquire the technical knowledge and practical guidance you need to become an EIS expert. You will:
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 ourdedicated webpage.
SPEAKERS
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.
09:00
Opening 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
12:45
Panel Q&A
12:55
Closing Comments
13:00
Lunch
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
A big thank you goes to DWF for hosting this event at their stunning offices at 20 Fenchurch Street (Walkie Talkie building).
Tolley Exam Training is one of the UK’s leading providers of online diploma training. Through a combination of highly experienced tutors, quality training material and unique online services, Tolley Exam Training offers the best study experience available, achieving pass rates that significantly surpass the national average.
We deliver accredited research, training and events to a community of financial services and investment professionals. IFAs and Wealth Managers make up the majority of our 5,000 subscribers, all of whom are interested or active in alternative investments.
Our aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole alternative investment universe.
Our content is delivered using digital and printed reports, via video and through live events – these are accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered Institute for Securities & Investment (CISI) and Personal Finance Society (PFS).
We are building a future where alternative investments are as easy to understand and access as mainstream assets. If we can do that we will create a much more open and efficient market for everyone.
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