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: South East

10 Jul 2017

IHT Seminar – Guildford, 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 – Brighton

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 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 – Kent

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 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 – Guildford 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 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 […]

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 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
29 Mar 2017

IHT Seminar – Canterbury

We are hosting a seminar 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 […]

We are hosting a seminar 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

  • New Principle private residence tax relief
  • Business Relief, uses  & benefits
  • Sale of Business & sheltering from IHT
  • Generational planning ideas
  • The use of Trusts
  • Working with professional connections

The Lunch will run from 12:30pm 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
26 Jul 2016

Unicorn Lunch With Chris Hutchinson – Reading

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors. Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he […]

Unicorn Fund Manager Chris Hutchinson will be hosting a series of meetings in the next few months discussing his approach to investment, stock selection and his philosophy when it comes to running some of the most successful UK equity funds in their sectors.

Industry veteran and an FE Alpha manager, Chris will discuss what opportunities he is seeing in smaller companies and give more insight into the benefits of investing in AIM and the expertise that Unicorn can offer in that space across their funds.

Funds in Focus:

For more information on the Unicorn range of funds or if you have any questions please click here or call me on 020 7071 3910.

Read More
1 Mar 2016

Unicorn Asset Management Breakfast – Guildford

Join Unicorn Fund Managers Chris Hutchinson, Simon Moon & Fraser Mackersie for an update across the Unicorn fund range and find out what they are hearing from investee companies at an important time for UK Investors. Simon and Fraser will be looking in depth at the UK Equity Income fund at a time when dividends […]

Join Unicorn Fund Managers Chris Hutchinson, Simon Moon & Fraser Mackersie for an update across the Unicorn fund range and find out what they are hearing from investee companies at an important time for UK Investors. Simon and Fraser will be looking in depth at the UK Equity Income fund at a time when dividends from many UK companies in the FTSE 100 are coming under increasing scrutiny, as well as looking at their UK Growth and UK Smaller Companies Fund.

 

Senior Fund Manager & Director Chris Hutchinson will be looking at Unicorn’s tax efficient funds; The AIM ISA/IHT portfolio service and AIM VCT as well as his Outstanding British Companies OEIC.

 

Please click here or contact us on 020 3195 7100 to reserve a place.

Read More
4 Sep 2015

Triple Point IHT Meetings – Reading

Triple Point IHT Lunch Manager: Triple Point Location: South East Venue: Reading, TBC Time: 12:30 pm We will be hosting meetings with Triple Point on Thursday 14th May to discuss their highly rated range of IHT mitigation services, Generations and Navigator. Triple Point Investment Management, founded in 2004, is a specialist investment partnership with experience in asset and project […]

Triple Point IHT Lunch

Manager: Triple Point
Location: South East
Venue: Reading, TBC
Time: 12:30 pm

We will be hosting meetings with Triple Point on Thursday 14th May to discuss their highly rated range of IHT mitigation services, Generations and Navigator.

Triple Point Investment Management, founded in 2004, is a specialist investment partnership with experience in asset and project finance, private equity, portfolio management and structured investments. In addition to a number of other tax efficient vehicles, such as VCTs and EIS, Triple Point also manage a number of highly successful IHT mitigation strategies that utilise Business Property Relief. These have a long and established track record and have been highly rated by independent industry reviewers, such as Martin Churchill and Allenbridge.

Please click here or contact us on 020 3195 7100 to reserve a place.

Fund Range

Read More
4 Sep 2015

Triple Point Meetings – Guildford

Triple Point IHT Lunch Manager: Triple Point Location: South East Venue: Guildford, The Mandolay Hotel, 36-40 London Road, GU1 2AE Time: 12:30 pm We will be hosting meetings with Triple Point on Wednesday 20th May to discuss their highly rated range of IHT mitigation services, Generations and Navigator. Please click here or contact us on 020 3195 7100 to reserve a […]

Triple Point IHT Lunch

Manager: Triple Point
Location: South East
Venue: Guildford, The Mandolay Hotel, 36-40 London Road, GU1 2AE
Time: 12:30 pm

We will be hosting meetings with Triple Point on Wednesday 20th May to discuss their highly rated range of IHT mitigation services, Generations and Navigator.

Please click here or contact us on 020 3195 7100 to reserve a place.

Triple Point Investment Management, founded in 2004, is a specialist investment partnership with experience in asset and project finance, private equity, portfolio management and structured investments. In addition to a number of other tax efficient vehicles, such as VCTs and EIS, Triple Point also manage a number of highly successful IHT mitigation strategies that utilise Business Property Relief. These have a long and established track record and have been highly rated by independent industry reviewers, such as Martin Churchill and Allenbridge.

Fund Range

Read More
4 Sep 2015

Unicorn Asset Management Meetings – Brighton

Unicorn Asset Management Lunch Manager: Unicorn Location: South east Venue: Mayo Wynne baxter Lounge, Amex Stadium, Falmer, BN1 9BL Time: 12:30 pm Fund Managers Simon Moon and Fraser Mackersie will discuss their current positioning and give a review of Unicorn’s OEIC range, the economic outlook and the potential for further meaningful earnings growth from the portfolio’s underlying investee companies. […]

Unicorn Asset Management Lunch

Manager: Unicorn
Location: South east
Venue: Mayo Wynne baxter Lounge, Amex Stadium, Falmer, BN1 9BL
Time: 12:30 pm

Fund Managers Simon Moon and Fraser Mackersie will discuss their current positioning and give a review of Unicorn’s OEIC range, the economic outlook and the potential for further meaningful earnings growth from the portfolio’s underlying investee companies.  They will also explain why they believe that smaller UK equities offer value in the market today.

Please click here or contact us on 020 3195 7100 to reserve a place.

Unicorn is an independent manager established in 2000 and specialising in UK small and mid cap stocks. Their well-resourced investment team has over 100 years collective experience and their award-winning range of UK OEICs and AIM VCT have demonstrated consistent long-term outperformance.

Fund Range

Read More
1 2

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