“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 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.
North West | 24th November | Cottons Hotel - Knutsford
If Knutsford isn't convenient, you can also choose from one of the following locations:
|London||10th November||PwC More London Riverside|
|West Midlands||18th November||Hampton Manor - Solihull|
|South West||19th November||St. Pierre Mariott - Chepstow|
|Yorkshire||25th November||Rudding Park - Harrogate|
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 in the North West are:
In just half a day, you'll get energised with a remarkable scope and depth of extremely relevant and timely professional training.
|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||Concentration or Diversification: The benefits of taking a portfolio approach when investing in EIS|
|11:05||Fees, Performance and Alignment of Incentives: How to measure the performance of EIS funds and what you need to check about fees and incentives.|
|11:30||Due Diligence: How to conduct due diligence on EIS managers and their products and services|
|11:55||Changing Regulations: European State Aid rules and the 2015 budgets - have they changed anything for EIS investors?|
|12:20||Implementing EIS: Practical considerations - panel creation, listing and review sites, client segmentation, how to introduce to clients|
"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
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:
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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