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Tax-Free Property Investing with your ISA

Event Information

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Date and Time

Location

Location

The Yacht - Temple Pier, Victoria Embankment

Temple Pier

Victoria Embankment

London

WC2R 2PN

United Kingdom

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Refund Policy

Refund Policy

No Refunds

Event description
Make your money work harder with tax free returns by making secured loans against property using an ISA or through a SIPP or SASS pension.

About this Event

  • Learn how you can make your money work harder with tax free returns by making secured loans against property using an Innovative Finance ISA or through a SIPP or SASS pension.
  • Network and connect with other positive, ambitious people
  • For sophisticated investors, business owners, investor beginners and those wanting to learn the practical first steps
  • Learn from our speakers and panellists
  • Your chance to grab a free investors guide book!

The event will take place between 14.00 – 17.00 at The Yacht - Temple Pier, Victoria Embankment, London WC2R 2PN, and will include two keynote speakers, Manish Kataria, Professional Investor and Fund Manager and Thomas Adcock, Tax Specialist, followed by a panel discussion and Q&A session.

Spaces are limited - so register now to avoid disappointment!

Panel members include award winning Financial Broadcaster and Journalist, Georgie Frost, renowned investor Andrew Singer and Managing Director of Sourced, Stephen Moss.

Agenda

2.00 - 2.15 – Arrival / networking

2.20 - 2.30 - Introduction

2.30 - 3.00 – Manish Kataria, Professional Investor and Fund Manager - Manish will be speaking about how attractive the asset class is, and what makes a good investment. He will show his due diligence process.

3.00 – 3.30 – Thomas Adcock, Tax Specialist - Thomas will talk about and give advice on the tax issues affecting people and businesses and structuring their global affairs, often through offshore jurisdictions.

3.30 – 4.00 – Stephen Moss, Managing Director, Sourced Capital – Stephen will show an example of a project that you can invest in whilst avoiding tax by using your ISA.

4.00 – 4.45 – Panel Introductions

4.15 - 4.45 – Panel Q&A

4.45 – 5.00 – Networking/ Wrap up

Further info on keynote speakers and panel members:

Keynote Speaker / Panel member – Manish Kataria, Professional Investor and Fund Manager

Manish Kataria is a CFA-qualified professional investor with 18 years’ experience in fund management and UK property investment. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Within property, he invests in and owns a range of assets including developments, HMOs, BTLs and serviced accommodation. InvestLikeAPro was set up so anyone can invest like a pro. Manish will be speaking about how attractive the asset class is, and what makes a good investment. He will show his due diligence process.

Panel Member / Keynote Speaker – Thomas Adcock, Tax Specialist

Thomas Adcock is a specialist in helping businesses to understand the tax implications of their actions. He is the UK representative on the International Tax Committee of DFK International and works closely with entrepreneurial businesses to manage their tax liability when doing property deals, engaging in M&A activity, re-organising their organisations, expanding their operations or engaging in international deals.

Starting his career as a Corporate Tax Inspector with HMRC enables him to successfully manage tax enquires into both corporates and individuals; his experience in working on ‘both sides of the fence’ means he has a first class record when it comes to helping clients with tax investigations.

Panel Member - Georgie Frost, Award winning Financial Broadcaster and Journalist

Georgie is an award-winning freelance TV and Radio broadcaster, appearing on BBC 5Live, ITV, Sky Sports mix and talkRADIO.

She has been named UK Financial Broadcaster of the Year and appeared as a sport and financial commentator in every national newspaper. This is Money podcast Host and producer for personal finance and investing for the last five years, taking it to top 5 Business podcasts on iTunes.

Panel Member – Andrew Signer, Investor

As a keen amateur investor for over thirty years, Andrew initially started investing with stocks & shares, and also in managed futures. For a day job, Andrew helped to put together development aid projects in poorer countries, specialising in projects that aim to build up business activity. Most of these projects were funded by the World Bank. About five years ago, Andrew wanted to reduce the risk level of his investments, and wanted them to generate a more predictable regular income. Andrew explored less risky investments, aiming for those which provided a fairly steady and predictable annual income or gain. That is what led Andrew to multi-lender Property Development Loans.

More recently Andrew has written a book to help investors, which is due to be released at the end of March – “Investing in Property Development Loans”.

Host/ Panel Host - Stephen Moss, Managing Director, Sourced Capital

Stephen is a vastly experienced property investor and business founder, sourcing and developing property for over 20 years and founding past successful franchise businesses. Having traded hundreds of properties over the years and worked with investors from all over the globe, Stephen came to the realisation that there was a gap in the market for investor services. Along with two other industry colleagues, Sourced was formed and is now a franchised business based on the director’s personal successes within the industry.

Spaces are limited - so register now to avoid disappointment!

Your capital is at risk and you may lose all you lend. Peer to Peer investments are not covered by the FSCS. Legal charges secured against UK property, property values may go up or down. Investments are illiquid. See out Risk Statement at www.sourcedcapital.co for more information. Sourced is the trading name of Jark-1 Limited which is an Appointed Representative (ref. no. 826510) of rebuildingsociety.com Ltd, a firm authorised and regulated by the Financial Conduct Authority (FCA) under firm registration number 656344. Sourced is not covered by the Financial Services Compensation Scheme(FSCS).

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Date and Time

Location

The Yacht - Temple Pier, Victoria Embankment

Temple Pier

Victoria Embankment

London

WC2R 2PN

United Kingdom

View Map

Refund Policy

No Refunds

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