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: West Midlands

8 Aug 2017

EIS Seminar with Seneca Partners – Solihull

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
10 Jul 2017

IHT Seminar – Solihull, 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 – Solihull – 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.

Read More
26 Apr 2017

IHT Seminar – Birmingham

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
18 Nov 2016

VCT, EIS, SEIS and IHT Fund Manager Forums – Solihull

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 (VCT, EIS, SEIS, IHT). We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Triple Point IHT Services, Seneca EIS Portfolio Service, Growth Invest and Creative Media Investments have already confirmed. The forums will be structured in a capital […]

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 (VCT, EIS, SEIS, IHT).

We are delighted that Unicorn Asset Management (Unicorn AIM VCT), Triple Point IHT ServicesSeneca EIS Portfolio ServiceGrowth Invest and Creative Media Investments have already confirmed.

The forums will be structured in a capital introduction format with managers presenting concurrently at 30 minute intervals.

The Lunch from 12:30pm to 4:00pm 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
23 Aug 2016

LGBR AIM Master Class – Birmingham

LGBR have partnered with Unicorn Asset Management who have +16 years’ experience of AIM investing, managing >£290m in AIM companies across their award-winning OEIC, VCT and IHT structures. LGBR’s Jack Rose is hosting a series of events aimed at educating advisers about AIM investing and potentially dispelling a few myths along the way. Agenda AIM […]

LGBR have partnered with Unicorn Asset Management who have +16 years’ experience of AIM investing, managing >£290m in AIM companies across their award-winning OEIC, VCT and IHT structures.

LGBR’s Jack Rose is hosting a series of events aimed at educating advisers about AIM investing and potentially dispelling a few myths along the way.

Agenda

AIM – Background & History

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

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
  • ISA portfolios
  • OEIC / investment trust
  • Tax efficient products – VCT, EIS, IHT

Researching AIM companies / managers

  • Corporate governance – provides transparency
  • Manager track record
  • Independent reviews
  • Industry associations

For more information or to reserve your place please click here or call 020 3195 7100.

Read More
31 May 2016

Triple Point IHT Lunch – Solihull

  We are hosting a series of IHT seminars with Triple Point, who are one of the longest running providers in the BPR marketplace with a +10 year track record. The seminar will cover the latest developments in IHT and BPR markets, as well as an update on Triple Point’s range of highly regarded IHT products. Please click […]

 

We are hosting a series of IHT seminars with Triple Point, who are one of the longest running providers in the BPR marketplace with a +10 year track record.

The seminar will cover the latest developments in IHT and BPR markets, as well as an update on Triple Point’s range of highly regarded IHT products.

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

Fund Range

Read More
1 Mar 2016

Unicorn Asset Management Lunch – Solihull

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
1 Mar 2016

Unicorn Asset Management Breakfast – Birmingham

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
6 Jan 2016

Seneca Partners Meetings – Birmingham

Seneca Partners Tax Event We are holding Meetings with Seneca Partners, manager of the Seneca EIS Portfolio Service in the Birmingham area on 17th February, to arrange a meeting please click here or call 020 3195 7100. The meetings will cover: An introduction to Seneca Partners Government changes to regulations Tax mitigation (EIS, IHT) Financial planning ideas […]

Seneca Partners Tax Event

We are holding Meetings with Seneca Partners, manager of the Seneca EIS Portfolio Service in the Birmingham area on 17th February, to arrange a meeting please click here or call 020 3195 7100.

The meetings will cover:

  • An introduction to Seneca Partners
  • Government changes to regulations
  • Tax mitigation (EIS, IHT)
  • Financial planning ideas (Top tax year end tips)
  • Supporting SME’s in the UK heartlands
  • Working with professional connections and high net worth clients
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