Tax Efficiency

The Masonic Lodge
Wednesday, 10 October 2018
12:30 pm – 2:00 pm
    • Matthew Quinn, Senior BDM, Foresight Group

The Tax Efficiency of VCT, EIS & BPR and Infrastructure as an Asset Class

Foresight Group are one of the UK’s most experienced managers of tax-efficient investments. They have over 30 years of experience and over £2.5 billion of assets under management. Foresight Group have attracted 22,000 private investors and a number of blue chip investors from around the world. Matthew has worked in the Financial Services Industry for over 20 years and has spent is entire career working with Financial Advisers to assist them in their planning with clients.

Learning Objectives:

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

  • An understanding of the basics of tax efficiency
  • Tax efficient investing via venture capital trusts and enterprise investment schemes
  • How investing in shares that qualify for business property relief can give the client and IHT exempt asset
  • Why infrastructure as an asset can be attractive for clients looking for an alternative to equities and bonds

Venue:
Coventry Masonic Hall, 165, Warwick Road, Coventry CV3 6AU.
Telephone: 024 7650 1475

(This is situated by the “Y” junction/traffic lights opposite gates to the War Memorial Park. Car parking is available on site free of charge.)

Buffet – 12.30pm to 1.00pm / Lecture - 1.00pm to 2.00pm

*****Entry to the presentation is free /lunch is £3.50 payable on the day *****

Booking:
Please contact Kevin Morris kevin.morris@perryappletons.com (tel: 01788 820500) by Monday 8th October 2018 to reserve your place and advise if you require lunch, as we need to notify numbers for catering purposes.

Venue
  • The Masonic Lodge
  • 165 Warwick Road
  • Coventry
  • CV3 6AU
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.