VCT, Business Relief & EIS Breakfast Briefing - One Moorgate Place
Join us for an exclusive breakfast event for Financial Advisers and Paraplanners with Albion Capital, Love Ventures & TIME Investments.
You will have the opportunity to explore tax-efficient vehicles such as Venture Capital Trusts, Business Relief solutions and Enterprise Investment Schemes and will provide two-hours of CISI-endorsed Structured CPD.
Hosts
Bryony Butler, Business Development Manager | Albion Capital
Faye Williams, Distribution Director | Love Ventures
Henny Dovland, Business Development Director | TIME Investments
Timings
For each breakfast, doors will open at 8:30 am for a prompt 9 am start. We expect the breakfast event to finish no later than 11 am.
Agenda
To discuss and understand the current landscape for tax efficient investing and how to conduct your due diligence in this area
Position and explain the structure and tax advantages of VCT, EIS and BR investment solutions
Discuss the type of clients who can benefit from use of each of the tax efficient solutions across common scenarios to deliver positive client outcomes
Set out the differences in investment strategy and reasons for this across the three product areas
For anyone who signs up to this event, your data will be shared with Albion Capital, Love Ventures & TIME Investments. Data will be managed in accordance with their own GDPR policies.
We look forward to hopefully seeing you there!