showcase and workshop

Showcase & Workshops

Description

For professional advisers only

OCTober-november 2022

Business Relief (BR)

Intelligent Partnership is the UK leading provider of education and insights on Alternative Investments. We support financial advisers and investment providers that believe in delivering a diversified and engaging investment proposition to their clients. Intelligent Partnership is not authorised or regulated by the Financial Conduct Authority and does not give advice, information or promote itself to individual retail investors.

Enterprise Investment Scheme (EIS)

Venture Capital Trusts (VCTs)

tax planning

Book your place

30 November Irwin Mitchell 40 Holborn Viaduct, London

8 November Irwin Mitchell 40 Holborn Viaduct, London

Wealth managers

financial planners

heads of research

Fund selectors

paraplanners

Our presenting providers will cover the key areas we know are of concern to you:

Who should attend our workshops?

What will be covered?

Details of the investment provider

Investment selection

Your track record

Differentiation

Adviser/investor support

Dealflow

Details on all charges

Based on the feedback we received from over 100 Independent Financial Advisers and Planners post-pandemic, we have created a new series of events designed to give you the highest value content without taking up too much of your time. Tax planning is key right now, with record Inheritance Tax and Capital Gains Tax receipts, surging inflation, a deluge of intergenerational wealth transfers and geopolitical uncertainty.

What's included?

Offer presentations

15 mins

Roundtable workshops

25 mins

Networking breaks

Live Q&A

Digital provider literature

Market overview

10 mins

Workbook

virtual

on demand

Click the Live, Virtual and On Demand buttons to find out the content you will receive from each event format.

Live

Adviser feedback

20 October Irwin Mitchell 40 Holborn Viaduct, London

London

Supported by

Book your place

Downin,g Ingenious Seneca Partners Stellar Asset Management STEP

Committed Capital Downing EISA Fuel Ventures OnePlanetCapital Oxford Capital Seneca Partners Symvan Capital

AIC Blackfinch Investments Calculus Capital Downing Puma Investments Seneca Partners

of attendees would recommend our events to a colleague

of delegates would rate our event content as excellent

of delegates would rate the format of our events as excellent

“Always well presented by Intelligent Partnership, professional, high quality speakers with a focused agenda, does what it says. Great CPD learning.”

Fergus Rushe, Vision Independent Financial Planning

“The event provides you with a greater understanding of what makes each provider unique and gives you the chance to raise any queries.”

William Gwillim-Jones, Foundation Financial Planning

“Best use of a morning you will find.”

Mark Coombe, Haldon Financial

“Very well presented and really like the format. Was great to be doing live events again as well.”

Jake Landaw, Evolution FS

“Worth attending.”

Gavin Crisp, Fairstone

Our events are attended by the the UK's largest investors in tax-efficient investments including:

Who attends our showcases?

In partnership with

Supported by

Learning Outcomes

10 mins

Live Q&A

EIS

VCT

• Describe how to reduce IHT to zero on certain shares quoted on AIM • Evaluate the timelines for reinvestments to qualify for IHT relief • Analyse multi year AIM IHT service investment results • Describe how to use BR in conjunction with trusts to preserve and reinstate the residence nil rate band (RNRB) • Explain how the RNRB taper applies • Define how acquiring assets from a trust can be IHT efficient

• Calculate the loss relief due when EIS-qualifying shares are sold at a loss • Evaluate the potential benefits of EIS portfolio diversification • Compare specialist vs generalist EIS manager risks • Describe the rules for deferring capital gains tax due using EIS • Define how EIS clawback works in relation to deferred capital gains tax liabilities • Explain how the differing risk profiles of EIS and BR impact the suitability considerations of this solution

• Describe the steps to use VCT investments to offset dividend payments • Describe the main suitability considerations applicable to this type of VCT investment • Evaluate how the investment manager’s fees will impact the VCT investment amount • Apply the rules that govern reinvestments into VCTs • Describe scenarios in which VCT investments can help to tax-efficiently accrue wealth for later life when pensions allowances are restricted or breached • Explain circumstances under which HMRC could claw back the income tax reliefs claimed

15-minute presentations from a selection of investment providers

Two interactive guided technical case studies analysis workshops led by investment providers

Scheduled breaks allow you to network with investment specialists from each provider

Opportunity to ask questions of the investment providers

A hard copy workbook containing case studies covered in the roundtable workshops

Presentations led by the AIC on the current market landscape

PDF copies of investment memorandums and fact sheets from providers

Supported by

for case study workshops only