Tax Efficient Investing for HNW Clients (Scotland)
Time and date:
14 January 2016
9.30 AM to 14 January 2016
1.00 PM
Location: Mercure Aberdeen Ardoe House Hotel & Spa South Deeside Road, AB12 5YP Aberdeen
Organiser: IFA Magazine Events
Website: Click here
An Adviser Seminar on EIS/VCT and BPR Investments from IFA Magazine and EIS Magazine.
Opportunity for advisers to get face-to-face access to some of the leading tax efficient investment managers, operating in a variety of different tax efficient structures (VCT, EIS, SEIS, BPR).
Why attend?
- Learn about latest trends and opportunities
- Listen to expert views on tax efficient investment schemes
- Gain practical solutions to clients’ challenges
- Case studies examples
- Network with peers over coffee and Lunch
- CPD Accredited
Provisional Agenda:
9:30 Registration opens. Coffee and networking.
10:00 Event starts. Introduction and welcome by Alex Sullivan, Publisher of EIS magazine
10:35 TBC
11.00 TBC
11.25 TBC
11.45 Coffee and networking
12:00 Could your clients be making more use of Business Property Relief? Simon Ruthers and James Hipkiss of Oxford Capital
12:25 Post Budget EIS Planning? John Oliver, Mariana Capital
12:50 Tax and Investment planning using EIS and SEIS investing in high growth businesses, John Marsden Chief Executive of Innvotec
13:10 Lunch and Networking