Events

25 Jan 2018

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

Event Date: 25 Jan 2018
Location:
Venue: The Royal Society, 6-9 Carlton House Terrace, London, SW1Y 5AG
Time: 12:00 - 15:15
Add to Calendar   25/01/2018 12:00 25/01/2018 15:15 Europe/London 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 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.

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30 Jan 2018

EIS, VCT and IHT Fund Manager Event – Solihull

Event Date: 30 Jan 2018
Location:
Venue: The National Motorcycle Museum, Coventry Road, Solihull, B92 0EJ
Time: 12:00 - 15:15
Add to Calendar   30/01/2018 12:00 30/01/2018 15:15 Europe/London 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 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.

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6 Feb 2018

EIS, VCT and IHT Fund Manager Event – Manchester

Event Date: 6 Feb 2018
Location:
Venue: The Mere Golf Resort & Spa, Knutsford, WA16 6LJ
Time: 12:00 - 15:15
Add to Calendar   06/02/2018 12:00 06/02/2018 15:15 Europe/London 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 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.

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8 Feb 2018

EIS, VCT and IHT Fund Manager Event – London City

Event Date: 8 Feb 2018
Location:
Venue: Tower Hotel, St Katharine's Way, London, E1W 1LD
Time: 12:00 - 15:15
Add to Calendar   08/02/2018 12:00 08/02/2018 15:15 Europe/London 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 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.

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21 Feb 2018

EIS, VCT and IHT Fund Manager Event – Harrogate

Event Date: 21 Feb 2018
Location:
Venue: Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH
Time: 12:00 - 15:15
Add to Calendar   21/02/2018 12:00 21/02/2018 15:15 Europe/London 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 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.

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27 Feb 2018

AIM Masterclass – London, The City

Event Date: 27 Feb 2018
Location:
Venue: LGBR Capital Office, Candlewick House, 120 Cannon Street, London, EC4N 6AS
Time: 12:30 - 14:00
Add to Calendar   27/02/2018 12:30 27/02/2018 14:00 Europe/London 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  & 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
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28 Feb 2018

AIM Masterclass – Solihull

Event Date: 28 Feb 2018
Location:
Venue: Nuthurst Grange, Nuthurst Lane, Hockley Heath, B94 5NL
Time: 14:30 - 16:00
Add to Calendar   28/02/2018 14:30 28/02/2018 16:00 Europe/London 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  & 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
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14 Mar 2018

AIM Masterclass – Knutsford

Event Date: 14 Mar 2018
Location:
Venue: Cottons Hotel, Knutsford, WA16 0SU
Time: 12:30 - 14:00
Add to Calendar   14/03/2018 12:30 14/03/2018 14:00 Europe/London 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  & 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
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Get in Touch

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

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