EIS/VCT

A very frank look at some of the tax planning products and the potential pitfalls attached to them. A review of the current market looking at the regulatory changes that have come in and how this effects advisers recommending these solutions for clients. Then looking at how fund managers in the smaller companies space source deals and what characteristics they look for in their portfolio companies.

Learning Objectives;

• To provide an understanding of the current tax efficient product market
• To provide an understanding of the sectors available through EIS
• To provide an understanding of the importance of diversification within the space
• To provide an understanding of some of the financial planning opportunities (case studies)

About James;

James has over 10 years financial services experience from a range of sectors including Banking, Derivatives & Retirement Solutions. Over the last 8 years James has focused on the intermediary space looking after clients across the UK working for companies such as Santander, MetLife & Canada Life. James’s role at Kuber is to manage and strengthen our corporate relationships with large wealth management firms, National advice networks & other strategic partners.

Please note: Lunch will be available in the lobby from 12.15. Please arrive in good time as food & drink cannot be taken into the auditorium.

Car parking is available at the onsite multi-storey, but please note parking charges will apply. Please see www.theforumnorwich.co.uk for more information.