The views and opinions expressed herein are those of the authors and do not necessarily reflect the views of LGBR and its affiliates or employees. The information set forth herein has been obtained or derived from sources believed by the authors to be reliable. LGBR does not make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the author recommend that the attached information serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.

Location: London

8 Aug 2017

EIS Seminar with Seneca Partners – London, The City 01/11/2017

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

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8 Aug 2017

EIS Seminar with Seneca Partners – London, West End

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source:; HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – London, The City 09/10/17

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source:; HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – London

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

Our CPD accredited seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source:; HMRC EIS and SEIS Commentary April 2017.

Read More
12 Jul 2017

Investing in AIM with Unicorn Asset Management – 23/08/17

The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK. LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset […]

The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK.
LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset Management, who manage over £1bn and £300m in AIM since 2002.

LGBR have partnered with Unicorn Asset Management who have +17 years’ experience of AIM investing, managing >£300m in AIM companies across their award-winning OEIC, VCT and IHT structures.

Agenda
Part 1 (12:00 – 12:50): 

LGBR’s Jack Rose will begin by educating advisers about AIM investing and potentially dispelling a few myths along the way.

  • AIM – Background & History
  • Why AIM?
  • Ways to Access AIM – Planning Ideas
  • Researching AIM companies / managers
  • Using VCTs as a pension planning alternative
Part 2 (13:00 – 13:50):

Award winning FE Alpha Manager Chris Hutchinson will be providing an update and overview of both Unicorn’s AIM IHT and AIM VCT. This will include details of the newly announced £30m top-up offer for the VCT.

The AIM VCT is the largest AIM focused VCT (circa £162m AUM*), delivering market-leading performance and consistent dividends since launch in 2001 and has won ‘Best VCT Award’ at the 2016 Investment Company of the Year Awards.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call 020 7071 3940.

*Source: Unicorn Asset Management as at 30/06/16.

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12 Jul 2017

Investing in AIM with Unicorn Asset Management – 16/08/17

The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK. LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset […]

The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK.
LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset Management, who manage over £1bn and £300m in AIM since 2002.

LGBR have partnered with Unicorn Asset Management who have +17 years’ experience of AIM investing, managing >£300m in AIM companies across their award-winning OEIC, VCT and IHT structures.

Agenda
Part 1 (08:15 – 09:05): 

LGBR’s Jack Rose will begin by educating advisers about AIM investing and potentially dispelling a few myths along the way.

  • AIM – Background & History
  • Why AIM?
  • Ways to Access AIM – Planning Ideas
  • Researching AIM companies / managers
  • Using VCTs as a pension planning alternative
Part 2 (09:15 – 10:15):

Award winning FE Alpha Manager Chris Hutchinson will be providing an update and overview of both Unicorn’s AIM IHT and AIM VCT. This will include details of the newly announced £30m top-up offer for the VCT.

The AIM VCT is the largest AIM focused VCT (circa £162m AUM*), delivering market-leading performance and consistent dividends since launch in 2001 and has won ‘Best VCT Award’ at the 2016 Investment Company of the Year Awards.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call 020 7071 3940.

*Source: Unicorn Asset Management as at 30/06/16.

Read More
12 Jul 2017

Investing in AIM with Unicorn Asset Management – 16/08/17

The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK. LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset […]

The Alternative Investment Market (AIM) is now over 25 years old, with over >£100bn* and home to some of the best businesses in the UK.
LGBR are hosting a seminar in two parts on the AIM market; the first aspect being the background, history and financial planning aspects within AIM and part two with Unicorn Asset Management, who manage over £1bn and £300m in AIM since 2002.

LGBR have partnered with Unicorn Asset Management who have +17 years’ experience of AIM investing, managing >£300m in AIM companies across their award-winning OEIC, VCT and IHT structures.

Agenda
Part 1 (12:00 – 12:50): 

LGBR’s Jack Rose will begin by educating advisers about AIM investing and potentially dispelling a few myths along the way.

  • AIM – Background & History
  • Why AIM?
  • Ways to Access AIM – Planning Ideas
  • Researching AIM companies / managers
  • Using VCTs as a pension planning alternative
Part 2 (13:00 – 13:50):

Award winning FE Alpha Manager Chris Hutchinson will be providing an update and overview of both Unicorn’s AIM IHT and AIM VCT. This will include details of the newly announced £30m top-up offer for the VCT.

The AIM VCT is the largest AIM focused VCT (circa £162m AUM*), delivering market-leading performance and consistent dividends since launch in 2001 and has won ‘Best VCT Award’ at the 2016 Investment Company of the Year Awards.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call 020 7071 3940.

*Source: Unicorn Asset Management as at 30/06/16.

Read More
10 Jul 2017

IHT Seminar – London, The City 5/10/17 , Afternoon Session

We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond. Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay. Our CPD accredited […]

We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.
Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay.
Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • Business Relief, uses  & benefits
  • Gifting and the Residency Nil Rate Band
  • Dementia, POA and Business relief
  • Sale of Business & sheltering from IHT
  • Using VCTs as a pension planning alternative
  • Looking at AIM for IHT purposes

The Afternoon Session will run from 2:30pm to 4:15pm and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

Read More
21 Jun 2017

IHT Seminar – London, The City 5/10/17 FULL

This event is now full, please do not register. We have a second afternoon seminar starting at 2.30pm on the same day. To register please click here or phone on 020 3195 7100. We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the […]

This event is now full, please do not register. We have a second afternoon seminar starting at 2.30pm on the same day. To register please click here or phone on 020 3195 7100.

We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.
Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay.
Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • Business Relief, uses  & benefits
  • Gifting and the Residency Nil Rate Band
  • Dementia, POA and Business relief
  • Sale of Business & sheltering from IHT
  • Using VCTs as a pension planning alternative
  • Looking at AIM for IHT purposes

The Lunch will run from 12:00pm to 2:00pm and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

Read More
21 Jun 2017

IHT Seminar – London, The City 20/09/17 FULL

This event is now full, please do not register. We have another seminar in London on 5/10/17. To register please click here, or contact the sales team  by email or phone on 020 3195 7100. We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan […]

This event is now full, please do not register. We have another seminar in London on 5/10/17. To register please click here, or contact the sales team  by email or phone on 020 3195 7100.

We are hosting a series of seminars this Q3/Q4 on estate and succession planning, designed to help advisers and their clients plan for the 2017/18 tax year and beyond.
Failing to effectively plan ahead for the next generation can potentially leave families with problems to unpick including a tax bill to pay.
Our CPD accredited seminar will act as a refresher on the inheritance tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • Business Relief, uses  & benefits
  • Gifting and the Residency Nil Rate Band
  • Dementia, POA and Business relief
  • Sale of Business & sheltering from IHT
  • Using VCTs as a pension planning alternative
  • Looking at AIM for IHT purposes

The Lunch will run from 12:00pm to 2:00pm and structured CPD credits are available.

Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.

Read More
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Please do not hesitate to get in touch for further information on LGBR or on the investment products we distribute.

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