3
Hello and thanks for attending our
VCT
masterclass
,
kindly supported by
DWF
,
industry experts and thought leaders from
our
VCT
providers
In today’s climate, advisers need to be experts in VCT investment opportunities.
VCTs have been around for twenty years now, but with new limits on how much can
be saved into pensions they are more relevant than ever. There are very few other
investments that can provide tax free gains and income along with the liquidity that
comes with a stockmarket listing. However, nobody should be under any illusions
that these are not high risk investments, so advisers must have confidence that
their compliance and due diligence processes are watertight to ensure that good
products end up with suitable clients.
This masterclass is designed to help you acquire the technical knowledge you need
to be an expert. You will earn 3 hours of structured CPD, hear the latest views on
how VCTs are going to interact with the new pension freedoms, learn how to avoid
common misconceptions and pitfalls; and take away practical tips on how to use
VCTs with your clients.
Today’s event is aimed at advisers who are already active in VCTs and the intention is
to avoid the usual product pitches and give you insight and practical knowledge from
some of the VCT industry’s most insightful thought leaders. The masterclass will cover:
- How to research and select a VCT: what to look for – liquidity, buy back policy,
investment process, track record, size, charges and more
- What types of clients are suitable for VCTs: various planning scenarios
- How VCTs can complement pension planning: especially following the most
recent pension changes
- What’s under the bonnet of a VCT: types of VCT, types of investee companies,
how are fund objectives achieved?
- How to recommend a VCT and get it through your compliance team
We hope advisers will leave the event feeling safe in the knowledge that they are
up to date with the latest developments in the sector and confident that they will be
able to comply with the the rules when they recommend VCTs. Most importantly,
attendees will be equipped to deliver a service that is hugely valued by their clients.
Thanks for taking the time to attend this educational initiative and I hope to have
a chance to speak with all of you personally at some point. Enjoy your morning!
DWF
20 Fenchurch Street
London
EC3M 3AG
Friday 26
th
June 2015
08.45 – 14.00
intelligent-partnership.com/events
Guy Tolhurst
Managing Director
Intelligent Partnership
