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Deepbridge Capital, Foresight Group, Puma Investments, TIME Investments and Triple Point are delighted to invite you to an exclusive series of educational seminars for financial professionals.

Together we will provide a unique insight into the intricacies of tax planning, focusing on the distinctive investment and tax advantages of Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS) and Business Relief (BR).

 

 

The events will feature an educational session from each provider, covering the following topics:

Venture Capital Trusts: Discover how VCTs can play a pivotal role in shaping the financial future of clients with various risk appetites and investment horizons.

Enterprise Investment Schemes: Learn how EIS can be harnessed by clients to support early-stage companies while enjoying substantial tax incentives.

Alternative Investment Market (“AIM”) Business Relief: Explore how an investment in AIM can be used to achieve Inheritance Tax relief whilst supporting UK companies.

Corporate Business Relief: Tax-efficiency for business owners, highlighting how BR can be strategically employed to safeguard their legacy and minimise Inheritance Tax implications.

Unquoted and Insured Business Relief: Offering a deep dive into how BR can protect wealth and ensure a seamless transfer to future generations.

The events will also offer the following:

• A minimum of three hours structured CPD

• Light breakfast, tea and coffee will be provided

• Networking opportunities with other financial professionals

• Free parking

• Following the event there will be lunch provided

 

 

If you would like to join us for the event, please do so by registering below. We would like to extend this invite to any of your colleagues who would also like to attend.

 

Canterbury,
Broome Hotel

 

Tuesday 9 January
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Surrey,
Foxhills Country Club


Wednesday 10 January
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Harrogate,
Rudding Park


Tuesday 16 January
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Liverpool,
Formby Hall


Wednesday 17 January
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Leamington Spa,
Mallory Court House Hotel


Tuesday 23 January
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Nottingham,
Colwick Hall


Wednesday 24 January
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Suffolk,
Seckford Hall


Tuesday 30 January
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Oxford,
Voco Oxford Thames


Wednesday 31 January
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Bath,
Macdonald Bath Spa


Tuesday 6 February
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Plymouth,
Boringdon Hall


Wednesday 7 February
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Edinburgh,
Norton House


Tuesday 20 February
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Belfast,
Culloden Estate and Spa


Wednesday 21 February
Register here

 
 
By signing up to this event you consent to the sharing of your data with the five presenter firms. The data will be managed in accordance with their individual privacy policies.
 




Deepbridge Capital

Deepbridge provides investment opportunities into portfolios of actively managed, growth-focused technology and life sciences companies, taking advantage of the potential tax benefits available under the Enterprise Investment Scheme (EIS) and Seed EIS. Through the Deepbridge Estate Planning Service, Deepbridge also offers an opportunity for investors to obtain relief from Inheritance Tax after only two years, by investing in Business Relief qualifying companies that trade in renewable energy generation assets.

Please click here to find out more




Foresight Group
Foresight Group is a sustainability-led alternative assets and SME investment manager. Foresight manage £12.1 billion for some of the world's largest institutional investors, private and high-net worth individuals.

Please click here to find out more



Puma Investments

Puma Investments offers a range of award-winning tax-efficient investments across private equity, property finance and quoted equities, which support growing SMEs and professional property developers across the UK. The company’s range of products encompasses VCTs, EIS and BR solutions.

Please click here to find out more 

Triple Point
Something happens when people come together. Fresh solutions to big problems, from how to grow our crops and heat our homes, to how to support businesses and drive the economy. Big problems create strong demand, strong demand drives good investments and good investments solve big problems. This is the Triple Point and it means that investors never have to choose between financial returns and social impact.

Please click here to find out more



TIME Investments
TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent returns. TIME take a deliberately defensive approach predominantly investing in asset‑backed and income producing investments across infrastructure, real estate, renewable energy and lending.

Please click here to find out more

 

TIME Investments is the trading name of Alpha Real Property Investment Advisers LLP, a limited liability partnership registered in England under number OC355196. TIME Investments is authorised and regulated by the Financial Conduct Authority under FCA number 534723. The information contained within this website is for regulated financial advisers and their paraplanners only.