EIS Seminar for Professional Advisers

Following the success of our previous seminar we are delighted to invite you to attend our EIS Seminar for Professional Advisers.

You will learn about EIS, the compliance issues, some interesting tax planning strategies and some truly exciting opportunities that can be used to help your clients. A consultant and EIS Analyst from Allenbridge who produces industry leading EIS research reports will also be speaking.

Places are limited, so please reserve your complimentary place now.

WHAT WILL WE COVER?

The seminar is for Professional Advisers (IFAs, Tax Advisers, Wealth Managers etc.) who are interested in EIS for their clients. As we know your time is valuable, we aim to make the event as informative as possible. Some of the areas we will cover include:

IFAs and EIS – Your compliance concerns addressed by a leading legal adviser in EIS compliance.

Why IFAs should use and recommend EIS.

Some Interesting Tax Planning Strategies.

What makes a good EIS? A leading Allenbridge Research consultant will explain.

Details on an exciting EIS Opportunity – A fully compliant EIS Fund with an excellent record investing in true technology companies with well above average prospects for growth. The Fund has an excellent track record and John Marsden who is the Lead Manager at Innvotec has had over 30 successful years in the sector. 

Some exciting single company EIS involved in real technology will also be presented.

We are confident that our seminar will highlight new ways for you to help your clients in these challenging times. We hope that you can attend and look forward to meeting you.

Please note that a CPD Certificate can be provided on request.

WHO WILL BE SPEAKING?

We are delighted to have put together a panel of leading speakers.

Chairman - Douggie Dundonald, Founder and director of Anglo Scientific

While an active member of the House of Lords, Douggie held a position on the council of the Parliamentary Information Technology Committee. He has successfully established two investment organisations, in addition to running his family’s investment company. He has been involved in technology companies both as an investor and director for the last 15 years and describes himself as a “firelighter”, tackling business opportunities head on.

Nick McCarthy - Bircham Dyson Bell LLP

Nick is a legal adviser with significant experience in EIS, compliance and everything IFAs need to know when advising on EIS.

Andrew Irwin - Allenbridge (Analyst and Consultant)

Andrew helps produce EIS reports for Allenbridge Research. Allenbridge are industry leaders in the research and analysis of tax efficient investments. Their research is used by many leading financial advisers.

Various members from the Anglo Scientific and Innvotec (the Fund Manager) teams and from the EIS companies will also be at the Seminar.