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The target audience will be financial planners, paraplanners, accountants and legal professionals.
The learning objectives will be to:
Provide an overview of the Enterprise Investment Scheme (EIS) and Business Relief (BR) markets
Explain how to fund retirement using rolling EIS investments
Explain how to extract cash from a business efficiently
Provide a comparison of Estate planning solutions
Explain client suitability and how to quantify risk
The learning outcome will be to increase our understanding of EIS and BR qualifying investments and financial planning scenarios where their use might be appropriate.
Reserve your place at this event by registering here
About Ingenious
Ingenious works closely with professional advisers to provide a range of innovative investment opportunities in the media, clean energy and real estate sectors. They aim to provide advisers and their clients with straightforward, yet innovative and versatile, financial planning solutions.
About Simon Harryman
Simon is an Investment Director in the Client Relationship Team, responsible for developing relationships with Investors and their Advisers.
Commencing his career in retail banking, Simon has amassed a wealth of experience during his 30 years in the financial services sector. As well as working with a number of the UK’s leading financial institutions in a variety of client facing and leadership roles, Simon has also successfully grown his own wealth management and product distribution businesses.
Simon has a deep understanding of the advice process, the commercial realities of managing a regulated financial services business, and a passion for thought leadership. He therefore enjoys a great affinity with the professional advice community and utilises his skills and knowledge by developing excellent relationships with advisers, helping them to deliver great solutions for their clients.
Simon holds the CISI Level 6 Private Client Investment Advice and Management qualification.
AGM
The agenda for the AGM is:-
Chairman’s report
Financial statement
Secretary's report
Membership and communication report
Election of Chairman/ Officers
Any Other Business
Full details about Financial Liverpool, the committee members and their roles can be found on the website www.financialliverpool.org.uk
If any member wishes to stand for one of the committee roles, they should advise the Secretary, Julie Calvert by email julie.calvert@pavis.co.uk by 25th January 2016, giving details of the position applied for and reasons for wanting to join the committee. In the case of a member wishing to join the committee, this will be put to a members vote at the AGM. All the current committee members have indicated that they are happy to continue in their roles for 2016. A full list of the 2016 meetings will be distributed at the AGM.
Do you have questions about Financial Liverpool January 2016 talk and AGM - "Tax Year End Financial Planning Opportunities" by Ingenious Investments?
Contact Financial Liverpool
Financial Liverpool is a society for professionals working in the financial services sector in Merseyside, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the first Thursday of the month (from 2018 onwards).
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £60 applies for your firm's annual membership).
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