EIS Masterclass | March 2015 | Full Agenda
What to expect from the morning
Why EIS investing is a “socially useful activity”
A positive reminder of the social good that EIS does, and a look at the importance of SMEs to UK economy
St James’s Place
Tax planning using EIS
Diviersification Vs Conviction: why you should take a portfolio approach
Explore the advantages to taking a portfolio approach and the methods you can use to ensure you have diversification in your portfolio or Buffet like conviction in your stock picking
Panel games – how to put the perfect panel together for your business
Learn how to outline a compliant panel selection process, and why you should even have one at all
Where to draw the line on client suitability
Helping advisers understand which clients are suitable for EIS
A panel session with Tony Mudd, Matt Taylor, Odi Lahav and Eddie Grant.
Getting qualified – the EISA diploma
An overview of the Tolly diploma – why you should take it, and how, as well as what topics will be covered
Oxford Capital Partners
It’s all about timing: Why EIS doesn’t have to be seasonal and planning exits for income
An outline and overview of the possible strategies that advisers may not have previously considered
Client files – what does good look like?
The ultimate checklist to make sure you have a perfect client file
The end of renewables?
Are renewables still worth looking at and do investors need to worry about the sector at all? A chance to look into some current concerns and hear some sector predictions
A panel session with Andrew Sherlock, Gillian Roche-Saunders and Henny Dovland