STILL TIME TO BOOK - NE Institutes Webinar: Blackfinch EIS & VCT Meet the Manager & Tax Year End Planning

We are excited to be welcoming Head of Ventures, Dr Reuben Wilcock, and Senior Business Development Manager Anna Brooksbank from Blackfinch to our next webinar. Reuben will be taking a deep dive into EIS and VCT Investments and taking us through the methodology behind the investment decisions and the creation of ground-breaking solutions that could become the household names of tomorrow.

During the session Anna will give a review of the types of clients these investment opportunities maybe suitable for and the types of planning opportunities that are available not only for current clients as we come closer towards the tax year end but also opportunities for working with professional connections.

At the end of the session delegates will be able to identify:

• How the Blackfinch Venture Team’s approach enables them to select the best underlying investee companies
• How the Blackfinch Ventures Team add value to the underlying investee companies through expertise and Venture Partners
• The types of clients potentially suitable for an EIS or VCT
• Potential opportunities for working with professional connections

Speakers

Dr Reuben Wilcock Head of Ventures - Reuben is a multi-award-winning entrepreneur, experienced in founding and growing technology start-ups. His smart home energy spin-out, Joulo, won a British Gas Connected Homes award and was acquired by Quby. At the University of Southampton, Reuben founded accelerator Future Worlds and mentored over 200 entrepreneurs.

Anna Brooksbank Senior Business Development Manager Yorkshire & The North East. Anna is a dedicated Business Development Manager with nearly fifteen years’ experience of working with Financial Advisers and close to ten years’ experience working in the tax efficient space. Anna is responsible for building and maintaining relationships with advisers across the region and supporting them within the tax efficient space. Born and bred in Yorkshire, Anna spent fifteen years in London before returning home. She lives in York.

Blackfinch is an award-winning investment specialist with a heritage dating back over 25 years. A trusted provider, it works in partnership with advisers. The Group’s businesses span tax-efficient solutions, multi-asset portfolios, early stage investing, property financing and renewable energy. Blackfinch is an established Environmental, Social and Governance (ESG) investor, entrusted with over £650million in assets under management.

Blackfinch launched its first tax-efficient product in 2013, this being the Adapt IHT Portfolios focused on Inheritance Tax (IHT) mitigation. With the service drawing on Business Relief (BR) to deliver a more efficient route to IHT relief, Blackfinch has innovated in this space, launching further products for individuals and businesses. These have included a succession of Enterprise Investment Schemes (EIS) Venture Capital Trusts (VCT) focused on specific assets and sectors.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of York, which is acting as the host institute for this event.