Events

1 Nov 2017

IHT Seminar – Brighton

Event Date: 1 Nov 2017
Location:
Venue: The Grand Brighton, 97-99 King's Road, BN1 2FW
Time: 12:00 - 14:00
Add to Calendar   01/11/2017 12:00 01/11/2017 14:00 Europe/London 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 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.

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1 Nov 2017

EIS Seminar with Seneca Partners – London, The City 01/11/2017

Event Date: 1 Nov 2017
Location:
Venue: LGBR Offices, 120 Cannon Street, London, EC4N 6AS
Time: 12:00 - 14:00
Add to Calendar   01/11/2017 12:00 01/11/2017 14:00 Europe/London 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 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.

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2 Nov 2017

EIS Seminar with Seneca Partners – Guildford

Event Date: 2 Nov 2017
Location:
Venue: De Vere Horsley Estate, Ockham Road, Guildford, KT24 6DT
Time: 12:00 - 14:00
Add to Calendar   02/11/2017 12:00 02/11/2017 14:00 Europe/London EIS Seminar with Seneca Partners – Guildford

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.

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7 Nov 2017

EIS Seminar with Seneca Partners – Manchester

Event Date: 7 Nov 2017
Location:
Venue: The Restaurant Bar & Grill, 14 John Dalton Street, Manchester, M2 6JR
Time: 8:30 - 10:00
Add to Calendar   07/11/2017 8:30 07/11/2017 10:00 Europe/London EIS Seminar with Seneca Partners – Manchester

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.

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7 Nov 2017

EIS Seminar with Seneca Partners – Cheshire

Event Date: 7 Nov 2017
Location:
Venue: Etrop Grange Hotel, Thorley Lane, Manchester, M90 4EG
Time: 12:00 - 14:00
Add to Calendar   07/11/2017 12:00 07/11/2017 14:00 Europe/London EIS Seminar with Seneca Partners – Cheshire

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.

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15 Nov 2017

EIS Seminar with Seneca Partners – Leeds

Event Date: 15 Nov 2017
Location:
Venue: Restaurant Bar & Grill, 3 City Square, Leeds, LS1 2AN
Time: 12:00 - 14:00
Add to Calendar   15/11/2017 12:00 15/11/2017 14:00 Europe/London EIS Seminar with Seneca Partners – Leeds

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.

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16 Nov 2017

EIS Seminar with Seneca Partners – Newcastle

Event Date: 16 Nov 2017
Location:
Venue: The Vermont Hotel, Castle Garth, Newcastle upon Tyne, NE1 1RQ
Time: 12:00 - 14:00
Add to Calendar   16/11/2017 12:00 16/11/2017 14:00 Europe/London EIS Seminar with Seneca Partners – Newcastle

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.

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