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EIS Showcase 2021 | Cheshire

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Location

Location

The Mere Golf Resort & Spa

Chester Road

Mere

WA16 6LJ

United Kingdom

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Event description
EIS Showcase for financial advisers and wealth managers Meet up to eight providers of EIS investments and services in one morning

About this event

Attend our EIS Showcase to:

  • Hear leading Fund Managers talk about their investment solutions

  • Network with their investment specialists without having to commit to any further meetings

  • Learn about tax planning ideas based upon EIS

  • Find out about the underlying investment strategies

  • Compare key investment information, including charges and levels of risk and return

  • Leave confident that you have reviewed a representative sample of the principle solutions in the market

A genuine chance to compare Managers:

The content of our EIS Showcase is based upon our findings from surveying advisers for the annual EIS Industry Update. Each presenter is asked to cover the same core issues that we know are key concerns for advisers:

  • Details of the investment provider: ownership, length of time in the market and financial strength and the investment team

  • Investment selection: types of companies invested in, including their stage of business, and criteria used to assess business models and management teams

  • Deal flow: Where they source their deal flow from, whether they have access to proprietary deal flow or deal flow not available to other managers

  • Details of all the charges: borne by both the investor and the investees during the product's lifetime, including any performance fees and admin and/or deal fees

  • Track record: their exit record from companies that would be expected to meet HMRC’s “risk-to-capital” condition and the performance of their portfolio

  • Covid-19: how they’ve dealt with the fall out from the pandemic including underlying investments, the impact on performance, and actions taken

  • Differentiation: what differentiates the product from others in the market?

  • Adviser/Investor support: how advisers/investors are supported on the due diligence and investment journey into the product

In this way, anybody who attends will be able to review the managers' tax-efficient investment offers on a like-for-like basis and then engage directly with their adviser facing teams, saving the time and effort you would normally have to put into researching and sourcing these kinds of investments.

Why should you attend:

This Showcase is designed to give you the opportunity to review a representative sample of investment solutions in one half-day event, without having to undertake your own expensive and time consuming research, or committing to any further meetings with BDMs.

Get answers to questions like these:

Where does EIS fit in the Chancellor's 'investment-led recovery'?

Are stealth taxes driving EIS demand?

The EU state aid regime has been scrapped. So what now for EIS?

 

Read what people have been saying about our Showcase events:

"There is little enough education on this highly technical area of the market, so when you do have a chance to learn from and speak to 8 different providers at the same event, on the same day why wouldn't you attend? A well-structured, informative and well run conference, which was an excellent use of my time." Gareth Tregidon, Stafford House Investments

"What a great and succinct way to meaningfully compare providers and get an understanding of what they do, how they do it and what they charge for doing so." Graham Tiffin, Clairville York

"Like a website comparison site for BPR providers but in the flesh." Julian Hanrahan, Crowe Clark Whitehall

"A very well run event giving exposure to a large number of top providers in the BPR sector. Well worth attending if you are looking to research providers or increase knowledge in this area." Ian Paginton, Fraser Wealth Management  

 Timings for the day:

After a free breakfast, you'll watch up to eight EIS investment providers speak for twenty minutes each. If you like what you hear, you can follow up with the fund representative in the breaks, but there's no obligation to speak to any of them if you don't want to.

08.30 - Registration & breakfast

09.00 - Opening remarks & market update

09.15 - Investment providers presentations (Part 1)

10.35 - Coffee break & networking

11.00 - Investment provider presentations (Part 2)

12.20 - Q&A Panel with all of the providers

12.35 - Lunch & Networking

13.35 - Event End

By registering to this event you agree for your email to be passed on to the managers speaking at the event. If you do not wish to be contacted by the sponsors after the event please get in contact with events@intelligent-partnership.com.

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Date and time

Location

The Mere Golf Resort & Spa

Chester Road

Mere

WA16 6LJ

United Kingdom

View Map

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Organiser Intelligent Partnership

Organiser of EIS Showcase 2021 | Cheshire

At Intelligent Partnership we’re passionate about small businesses. We know that they are a vital part of the economy: creating jobs, developing new products, opening up new markets and fuelling regional and national growth. We want to play our part in promoting the SME sector, and in particular highlighting the investment and support available to small companies. Putting ourselves at the centre of the capital debate, we want to encourage more people to start their own businesses. Through our campaigning, research, content events and awards initiatives, we want to encourage more small businesses to secure vital investment and associated support to scale up and become great businesses.

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