EIS Market Demystified Conference

Will the chancellor’s budget affect the EIS & VCT market? We have pulled together a wide range of experts to help you get under the bonnet of EIS. This is a workshop style program covering the whole of the EIS market with no product push. At the end of the conference the product providers will be providing drinks and canapes.

For further information about EISA please go to https://www.eisa.org.uk/

Content subject to change. 

Programme  

13:00 - 13:30 Registration



13:30 - 13:35 Chairman introduction

Speaker: Ian Hart, Unbiased Financial Group LLP Speaker: Ian Hart, Unbiased Financial Group LLP

13:35 - 14:00 Overview of the EIS industry – current trends and developments

  • The history of tax incentivised investing.
  • The likely returns, investment constraints, and costs.
  • Different structures, fund / portfolio vs. single company.
  • Differences between SEIS and EIS Supporting documentation (AiR, EISA).
  • The learning objective is to be able to gain an overview of the EIS market.

Martin Fox, Managing Director Bulletin Marketing and Chairman of Research Education and Marketing Committee for the EIS Association



14:00 - 14:15 Life after the Budget

What impact will the chancellors comments have on the industry

John Glencross, Managing Director, Calculus Capital



14:15 - 14:30 Addressing the PI issue

How to minimise premiums

Eloise Ellis, Lark Insurance



14:30 - 14:55 The small print

  • Advanced assurance
  • The application process
  • Approved vs. unapproved status
  • How do you protect the client – custodians / administrators
  • What comfort do accountants and auditors bring
  • Reporting
  • Exits
  • FSCS
  • The learning objective is to be able to trust the information memorandum

Mark Brownridge – EISA Director General



14:55 - 15:10 The Value of Independent Reviews

  • How do you perform your due-diligence
  • Who pays for the review?
  • EISA check list
  • The learning objective: be able to understand how to be compliant

Richard Angus and Vilma Pabilionyte, Hardman & Co



15:10 - 15:25 Platforms for EIS products

  • How can platforms help the client?
  • The learning objective is to be able to determine the range of services the platform can provide. 

Dan Rodwell, Managing Director, GrowthInvest



15:25 - 15:40 Coffee break



15:40 - 16:10 Investing in EIS products in practice

  • Real experience of the pit falls in investing in this sector
  • How to reclaim tax – EIS3 vs. EIS5
  • EIS tax planning opportunities including timing issues
  • How aggregate risks change as the EIS portfolio grows

The learning objective: be able to manage the potential risks

Nigel McTear – Signpost IFA



16:10 - 16:30 Product Insight - The traditional growth investor

Richard Duvall, Associate, Investor Relations, Calculus Capital

Jessica Fox, Associate, Investor Relations Calculus Capital 

Creator of the first EIS Fund in 1999



16:30 - 17:00 Product Insight - Demystifying film and media funding

  • Investing in film in a way that supports the British Film Industry, specialist, TV, video, music
  • Funding strategies
  • Are there any perks?

Colin Brown and Raimund Berens - Iron Box Capital



17:00 - 18:00 Drinks and canapes



CPD

CPD CII Scheme
 
PFS Accredited 3h 10min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Speakers  

Ian Hart

Unbiased Financial Group LLP

Ian Hart

Unbiased Financial Group LLP

Venue  

Chartered Insurance Institute

20 Aldermanbury
London
London
EC2V 7HY


Partners in professionalism

FAQs

Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at regionals@pfsevents.org and we can check your records.

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email with the link once we have recorded your attendance online. Although we do our best to do this as soon as possible after a conference, in some circumstances this may take a few days. If you are not able to download your CPD Certificate after 7 working days please email regionals@pfsevents.org to clarify this.

Please click here to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all special and/or dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the Conference Office at regionals@pfsevents.org after the Conference and we will send you all the post event literature.

The dress code is business attire.

You can register for the event on the App by clicking on the Register button on the home page of the event you wish to attend.

Please note that in order to register for events you need to first log in to your user account on the App.

Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. You currently need to visit the PFS website to go on the waiting list for events.

You can amend your registration details by logging into you’re My Events profile on the PFS website.

 

Please got to Find Events to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.