BUILD: Specialist Investments

Our Specialist Investments workshop will take you through a range of topics covering those slightly less vanilla investment choices for clients. We have fantastic speakers lined up to guide you through 1.5 hours of CPD focusing on investments that are suitable for certain clients, options and some compliance considerations when adding these to a portfolio.

Agenda

The Great Wealth Transfer – Foresight

Over the next three decades, a record £5.5 trillion is set to be transferred between generations (The Great Wealth Transfer (GWT) as baby boomers; those born between 1946 and 1964, pass on their wealth to the next generation. This presents an unprecedented risk or opportunity for financial advisers, depending on how successfully they can retain and attract AUM as wealth changes hands.

Foresight will discuss The Great Wealth Transfer and how effective IHT planning could ensure clients retain wealth within their families for longer and provide insights into their market-leading insured option, the Foresight Accelerated Inheritance Tax Solution (AITS).

By the end of this session, attendees will be able to:

  • Understand current Inheritance Tax Market conditions inc Great Wealth Transfer.
  • Describe the benefits of Business Relief for IHT planning.
  • Be able to explain the additional benefits of combining Business Relief and life insurance.

The Enterprise Investment Scheme (EIS) – What it is and how to utilise it for your client’s benefit – Syndicate Room

Syndicate Room is an investment manager based in Cambridge who specialises in EIS investments. Their fund was built on the research and analysis of the entire UK startup market so in their session, they will delve into not just what EIS is, but the role of EIS investments in a broader portfolio.

To begin, they will talk you through what EIS is, why it exists, and the generous tax reliefs available. They’ll then move to cover the associated risks, the impact of including EIS and VC in a portfolio and how to balance a portfolio to account for these risks.

Syndicate Room will finish by talking through how they have used this information to design and build a diversified and data-led portfolio that sits nicely in a portfolio as the only, or one of many EIS funds in that portfolio.

By the end of the session, attendees will be able to:

  • Articulate what EIS is and understand the tax reliefs available.
  • Recognise the risks associated with EIS investments and the importance of a diversified portfolio.
  • Know what questions to ask when selecting an EIS provider and the benefits of adding venture capital to a client’s wider portfolio.
  • Identify clients that can benefit from an EIS investment.

Date

Jan 25 2024
Expired!

Time

9:30 am - 11:00 am

Location

Online
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
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