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.

Manager: Combined Tax Event

17 Jan 2018

AIM Masterclass – Knutsford

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
17 Jan 2018

AIM Masterclass – Solihull

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
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 – Harrogate

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 – Solihull

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 – Manchester

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
24 Jul 2017

IHT Seminar – Edinburgh

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 12:00 to 14:00 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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