The Intelligent Partnership EIS Masterclass
Become an EIS EXPERT in a morning with our CPD-accredited masterclass
Discover the typical client profile likely to take up EIS – and the benefits EIS offers
Get compelling answers to the EIS questions your clients are waiting to ask you
Hear the latest EIS regulatory updates: which investments are in and which are out
Earn three hours of structured CPD from the CISI, CII and PFS while also working towards an EIS Diploma
Leave confident you’re compliant and proficient to advise on EIS
Still not convinced? Read on to hear what advisers think of our masterclass
Professionally run, with a wide variety of credible presenters who really cover pertinent matters. I never imagined being as enthusiastic at a paraplanner session, which I think was the best element of the last masterclass. They are recommended to all practitioners who operate in this area.
The tax-efficient investment seminars on EIS, VCT and BPR are well organised and form an excellent introduction to a complex area of client advice. They provide a good overview of products and technical issues, and are a great way to make new contacts.
Excellent format for the event. Punchy and to the point presentations from the most important providers in the market and experts that understand why this is a vital part of planning. Not the first Intelligent Partnership event I’ve been to and hopefully not the last.
The masterclass was a well organised event with some excellent speakers and very useful information. I will be sure to attend more classes in the future.
A genuine masterclass – not a series of sales pitches
Curated by Dan Kiernan, Research Director of Intelligent Partnership, our CPD-accredited EIS Masterclasses contain a range of compelling speakers from right across our industry. Each speaker has three things in common:
They are thought-leaders on their given topic
They will deliver a unique perspective on the industry
They won’t try and sell you anything
To us, it’s that last point which is most important. This is a genuine masterclass. That means the day is carefully structured to avoid the repetitive content other ‘masterclasses’ sometimes fall prey to. We provide specific briefs to each speaker. And we review every presentation before they take to the stage. This maintains the high-quality, varied presentations we’ve become known for.
We also have a zero-tolerance product pitch policy. Those guilty are swiftly blacklisted. Therefore, you can be certain what you’ll hear is educational and informative – not someone trying to sell you something
The Masterclass is supported by thought-leaders from TIME Investments, Rockpool, Oxford Capital and Calculus as well as industry experts Andrew Melville from EY and Philip Salter from The Entrepreneurs Network.
Click to view profiles of the confirmed speakers for this event
Damian has been a Paraplanner for 15 years, so even before it became fashionable! In that time, he has gone on to found the most established Paraplanning businesses in the country. As you can imagine, he lives, eats and breaths suitability so the rest of us don’t have to!
Madeleine joined Calculus in 2013 and looks after Marketing and Investor Relations. Prior to joining Calculus Capital, she worked for S&P Capital IQ where she was responsible for investment management, investment banking, private equity and algorithmic trading marketing and communications for the EMEA markets. She has managed all elements of the marketing mix, both offline and online. Before joining the marketing team she was a private equity analyst at Capital IQ.
Madeleine graduated from the University of Newcastle upon Tyne with a BA (Hons) in Modern Languages, French with Spanish.
Matt is the Managing Partner of Rockpool Investments LLP, which he founded in 2011. With a mission to make investing in private companies as easy as the stock market, Rockpool has already brought together clients with investable wealth of over £1 billion. Matt has been investing in private companies for over 20 years. For more than half that time, he has focused on creating tax-efficient routes into this sector for individual investors. His early career was spent as a private equity investor at 3i, during its time as the dominant player in the UK.
Darren has worked in the Venture Capital sector since the mid-90s with experience of creating, launching and managing venture capital and seed funds in the North West, Wales and the South West. He hasoperated at Fund Manager/Investment Director and Principal level since 2002. With 20 years’ experience in the UK venture capital industry with focus on early stage SMEs, syndicated investments and ERDF structural funds. Darren is a member of the project teams behind the establishment of Objective One funds Finance Cornwall and Liverpool Seed Fund and Investment Director of both funds.He has also lead and managed 150+ individual transactions, investing over £50m and leveraging private sector investment in excess of a further £50m. Darren has experience of working alongside European structural funds, private investors, business angels, bank/debt providers and regional and national public sector funding agencies.
Dan Kiernan has been an Associate Director of Intelligent Partnership since 2010. Dan was previously a VicePresident at the Bank of New York Mellon working in Performance and Risk Analytics. Managing a multi-national team, his role was to work with large institutional clients to help them understand the performance of their investments.
At Intelligent Partnership Dan is the investment specialist and he recently passed the CII Level 4 Certificate in Discretionary Investment Management. As well as producing a lot of the content for IP’s articles, reports and videos, Dan also compiles and presents the accredited education programmes and training events. Dan is often invited to speak at industry events and regularly writes for the financial trade press.
In a former life Dan was a secondary school teacher – so he likes to think that he’s a good presenter and has already played to the toughest audiences out there!
Simon joined TIME as Sales and Marketing Director in October 2012, having previously been at Octopus Investments for almost seven years, where he held roles from Senior Business Development Manager to Head of Strategic Partnerships. At TIME Simon heads up a team of nine field based Business Development Managers, providing nationwide coverage, and an office based team of ten located in TIME’s head office in Central London. Simon is also one of the four partners at TIME, helping to determine the business’ overall strategy and direction.
Simon has over 20 years’ experience in financial services, having worked for a life company for 14 years, latterly as a Regional Sales Manager. Simon graduated from Portsmouth University with a BSc Degree in Computer Science.
Outside of work, Simon enjoys the diverse hobbies of gliding and dancing. He is a qualified gliding instructor and has represented the UK by competing at an international level. He claims that partner dancing helps keep him fit and regularly competes in both Modern Jive and West Coast Swing.
Warrick Shanly is the Business Development Manager at Rockpool Investments. Before joining Rockpool in early 2014, Warrick Spent 5 years as an Insurance Broker and Business Development Manager of a Financial Advisory in New Zealand. Warrick’s role is to look after IFA & Wealth Manager relationships in Yorkshire and most northern counties. Warrick is also a graduate of Victoria University of Wellington New Zealand and holds the EIS Diploma and Investment Management Certificate.
Timings and topics for our EIGHT presentations
09:05 Small Company Investing: The impact beyond investment, the risk and returns of small company investment
09:20 Tax Planning: Tax planning case studies with EIS, and how EIS interacts with the new pension rules
09:45 Suitability: What needs to be included in a suitability report when recommending alternative investments?
10:10 Due Diligence: How to conduct due diligence on EIS managers and their products and services
11:05 Sourcing, Selecting and Supporting Small Businesses: How managers successfully assemble and manage a portfolio of EIS qualifying companies
11:30 Concentration or Diversification: The benefits of taking a portfolio approach when investing in EIS
11:55 Changing Regulations: European State Aid rules and the 2015 budgets – have they changed anything for EIS investors?
12:20 Fees, Performance and Alignment of Incentives: How to measure the performance of EIS funds and what you need to check about fees and incentives
More about Intelligent Partnership’s EIS Masterclass
The Enterprise Investment Scheme is a powerful wealth management tool. In fact, every Independent Financial Adviser would benefit from being familiar with what it can offer and the types of client scenarios in which it is useful.
In one morning, our EIS Masterclass offers just that. You will receive a comprehensive overview of EIS as well as insights into the very latest developments.
Why should you attend?
This masterclass is designed to help you acquire the technical knowledge and practical guidance you need to become an EIS expert.
Hear the latest views on how EIS will interact with the new pension freedoms
Learn how to avoid common misconceptions and pitfalls
Take away practical tips on how to use EIS with your clients
The Masterclass will cover tax planning and how to maximise the benefits for suitable clients. It will also cover key compliance issues such as client segmentation, panel selection and keeping a good advice audit trail. Finally, it will explore other benefits of EIS such as capital gains deferral and IHT relief.
The sessions will also consider investment topics, including appropriate levels of diversification and what’s next for that perennial EIS favourite, renewable energy. You won’t have to listen to any product pitches though, because we don’t allow them.
You will leave the event safe in the knowledge you are up to date with the latest developments in the sector and confident you will be compliant when recommending EIS. Most importantly, you will be equipped to deliver a service that is hugely valued by your clients.
Why customers are asking about EIS
EIS has grown steadily in popularity over the last few years, and has recently caught the attention of many new investors. Here are some of the reasons why it’s attracting so much interest:
Pension limits are getting lower. Customers need tax efficient alternative investment options such as EIS to mitigate the financial impact. What’s more, with stock and bond markets looking overvalued, people are seeking alternative investments that offer better potential returns.
In a post-RDR world, consumers are demanding more from their advisers. A portfolio of nothing but safe choices can leave many clients feeling disappointed. Even if they don’t want to invest through the EIS, they often want to discuss alternatives and expect you to be an expert on the pros and cons.
These trends make alternatives – and the EIS in particular – a valuable way of demonstrating your expertise by bringing a unique proposition to your client’s table. As well as helping to retain your current clients, you can attract new clients looking for an adviser who understands the broader investment landscape.
Get answers to tricky questions like these
“ When it comes to building a panel of EIS, what should guide my decisions? ”
“ In light of the new pension freedoms, what role can EIS play? ”
“ How have the new rules announced in the Budget changed things for EIS investors? ”
“ Is the EIS just for high-net-worth individuals? ”
“ When it comes to tax planning strategies, which case studies offer the most inspiring ideas? ”
A powerful financial planning tool
EIS meets many of the needs of the biggest and wealthiest demographic in our society: the baby boomers. They control 80% of private wealth in the UK and form the backbone of many advisers’ client banks.
Baby boomer clients are often still working and at the height of their earning power. EIS investments can help offset their last few large income tax bills and provide some high growth for the final few years of accumulation
If retired and in the decumulation phase, EIS investments can help defer capital gains tax
For clients thinking of passing on their wealth to the next generation, EIS investments can allow them to stay invested, be 100% IHT exempt and have the IHT liability removed on their death.
The social case
EIS provides financial backing and technical support for a vital part of the UK’s economy – small businesses.
These account for more than 90% of businesses, 60% of employment and 50% of turnover in the private sector – yet they are starved of the capital they need to grow. Enter EIS. In total, over 22,000 businesses have raised £12.2bn through EIS since the scheme was introduced.
Even though the EIS has some of the most generous tax reliefs on offer, as the investee companies grow, it is still likely to offer a net benefit to the treasury.
EIS expertise or your money back
We’re so confident you’ll be delighted with your EIS Masterclass, we offer a full money-back guarantee. That’s right. We will promptly refund your full booking fee if you feel the class doesn’t give you the perfect grounding in EIS it promises.
Take your EIS Diploma for less
The content of our CPD-accredited EIS Masterclass is designed to act as assisted learning for core elements of the EIS Diploma. This online examination will ensure you are fully equipped to advise your clients on EIS confidently and compliantly.
As a Masterclass graduate, you will gain access to a specially negotiated group discount when registering for the Diploma.
The course has been prepared by EISA and Tolley Exam Training, exclusive training provider for the EIS Diploma. You’ll be able to:
Study at your own pace, any time, day or night
Choose when and where to write the final examination
Learn with an in-depth study manual that includes practice questions and tutor support
Gain a greater understanding of the benefits and risks of EIS investments
“I’ve already read the Industry Report”
While our industry report is a comprehensive snapshot of the market, EIS is evolving all the time.
After two Budgets with changes for the EIS scheme, Attending the Masterclass will give you the very latest information about which investments can now be included in the scheme – and those that can’t. Plus, you’ll get the latest updates on any changes to the rules and landscape for EIS.
There’s also something about hearing experts talk to a subject which can’t be replicated on paper. They can expand on topics and respond to your questions. This is an opportunity to delve deeper into EIS, receive more practical guidance and gain greater technical knowledge.
These events are supported by thought-leaders from these EIS managers
Beaufort Asset Management are a firm of independent financial advisers, based in Reading, Berkshire. Our growing team of 16 provide bespoke advice to both personal and corporate clients across the UK. Relationships are key to our success and we are proud of the on-going guidance, advice and care we offer to ensure we not only look after your wealth, but also support you through the successes and challenges that each year brings.
Our portfolio of alternative investment opportunities focus on clean energy,
real estate, media and entertainment. Our professionals draw upon unrivalled industry relationships and deep sector expertise and investment experience.
Wherever we invest, we always apply the same principle – only investing our clients’
money where we are happy to put our own.
We seek to balance the stability and rigour of a trusted institution with the dynamism and entrepreneurial spirit of a growth business.
Our ethos and approach have delivered over a decade of alternative investment opportunities to an ever-expanding client base of individuals, institutions, family offices and corporate investors.
MMC is one of the most active venture capital investors in the UK. We back entrepreneurs based in the UK with global ambition, and partner with them to provide capital and strategic input as they grow.
Founded in 2000, MMC has built a nationwide network that sources our proprietary deal flow and provides valuable connections for our portfolio.
We believe in putting our money where our mouth is. Of the £150m currently under management, over £10m has been invested by the MMC team – on the same terms as our investors.
Our investors are individuals and institutions whose risk appetite, outlook and values match our own. They invest through MMC fund structures that allow us to maximise their returns.
QVentures is a co-investment club for the smartest and most experienced investors in the market.
QVentures is a members-only investment Club for sophisticated investors, UHNWIs, venture capital firms and family offices able to deploy a minimum of £25k into an individual deal.
Our members gain access to investment opportunities alongside top-tier VCs and Super Angels in deals that have been strictly vetted.
Members also benefit from being part of a vetted group of like-minded individuals, creating opportunities for non-exec positions and a new source of strategic capital for your own portfolio companies.