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

17 Jan 2018

AIM Masterclass – London, The City

We are hosting a series of seminars this Q1 on estate and succession planning, specifically around the Alternative Investment Market (AIM). 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  […]

We are hosting a series of seminars this Q1 on estate and succession planning, specifically around the Alternative Investment Market (AIM).

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
  • Looking at AIM for IHT purposes

 

AIM – Background & History

  • Larger than you think
  • Companies and sectors
  • Fundraising success
  • Performance
  • Market valuations

Why AIM?

  • Growth and income
  • Tax benefits – ISA, VCT, EIS, IHT
  • Active management – A Stock Picker’s Market
  • Corporate governance

Ways to Access AIM – Planning Ideas

  • Multiple routes to suit your clients
  • Financial planning ideas
  • ISA portfolios
  • Tax efficient products
  • Platform availability

Researching AIM companies / managers

  • Corporate governance – provides transparency
  • Manager track record
  • Independent reviews
  • Industry associations
  • Access
Read More
4 Dec 2017

EIS, VCT and IHT Fund Manager Event – London City

We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Maven Capital Partners (Income and Growth VCT) , Triple Point (Estate Planning Solutions) and Seneca Partners (Seneca EIS Portfolio) have all confirmed. The forums will be structured in a capital introduction format with managers presenting concurrently at 30 minute intervals. Attendees will gain a broad overview of the tax-efficient investment universe with an insight to recent legislation changes […]

We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Maven Capital Partners (Income and Growth VCT) , Triple Point (Estate Planning Solutions) and Seneca Partners (Seneca EIS Portfolio) have all confirmed.

The forums will be structured in a capital introduction format with managers presenting concurrently at 30 minute intervals. Attendees will gain a broad overview of the tax-efficient investment universe with an insight to recent legislation changes and their impact on the market. Attendees will also profit from an understanding of the tax benefits associated with tax-efficient investments, how to research the market and the key factors to consider before making an investment. There will be CPD credits available.

Attendees will get face-to-face access to some of the leading tax efficient investment managers, operating in a variety of different tax efficient structures (EIS, VCT and IHT).

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

Read More
4 Dec 2017

EIS, VCT and IHT Fund Manager Event – London West End

We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Maven Capital Partners (Income and Growth VCT) , Triple Point (Estate Planning Solutions) and Seneca Partners (Seneca EIS Portfolio) have already confirmed. The forums will be structured in a capital introduction format with managers presenting concurrently at 20 minute intervals. Attendees will gain a broad overview of the tax-efficient investment universe with an insight to […]

We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Maven Capital Partners (Income and Growth VCT)Triple Point (Estate Planning Solutions) and Seneca Partners (Seneca EIS Portfolio) have already confirmed.

The forums will be structured in a capital introduction format with managers presenting concurrently at 20 minute intervals. Attendees will gain a broad overview of the tax-efficient investment universe with an insight to recent legislation changes and their impact on the market. Attendees will also profit from an understanding of the tax benefits associated with tax-efficient investments, how to research the market and the key factors to consider before making an investment. There will be CPD credits 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
4 Dec 2017

EIS, VCT and IHT Fund Manager Event – London West End

We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Maven Capital Partners (Income and Growth VCT) , Triple Point (Estate Planning Solutions) and Seneca Partners (Seneca EIS Portfolio) have all confirmed. The forums will be structured in a capital introduction format with managers presenting concurrently at 30 minute intervals. Attendees will gain a broad overview of the tax-efficient investment universe with an insight to […]

We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Maven Capital Partners (Income and Growth VCT)Triple Point (Estate Planning Solutions) and Seneca Partners (Seneca EIS Portfolio) have all confirmed.

The forums will be structured in a capital introduction format with managers presenting concurrently at 30 minute intervals. Attendees will gain a broad overview of the tax-efficient investment universe with an insight to recent legislation changes and their impact on the market. Attendees will also profit from an understanding of the tax benefits associated with tax-efficient investments, how to research the market and the key factors to consider before making an investment. There will be CPD credits available.

Attendees will get face-to-face access to some of the leading tax efficient investment managers, operating in a variety of different tax efficient structures (EIS, VCT and IHT).

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

Read More
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.

Read More
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.

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 (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
1 2 3 9

Get in Touch

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

Disclaimer

In order to view the information on the LGBR Tax website (www.lgbrtax.com) (the "Website"), you must accept the terms and conditions set out below (these "Terms") and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking "Accept" below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a 'professional client' or 'eligible counterparty', please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking 'I accept' you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment