Update: Utilising EIS for Clients

Thursday, 14 January 2016
8:00 am – 8:30 am (UK time)

Since its introduction in 1994, the EIS market has developed and matured significantly, with a range of options now available to advisers and clients depending on their objectives.

The incentives for investors looking at tax planning opportunities are considerable with EIS's becoming a more mainstream and practical part of most advisers daily lives due to changes in the financial planning landscape. In the last 12 months there have also been a number of legislation changes which potentially impact their deployment yet also provide significant opportunities for advisers.

Content and Learning Points

• Background to EIS and their recent development

• What does the ‘new' EIS marketplace look like with the removal of Renewables?

• Recent legislation changes and the opportunities it provides for advisers

• Which clients benefit most from EIS planning - identifying opportunities

• How to access and select the right investment

Date: Thursday 14th January 2016

Time 08:00 coffee and bacon rolls

Presentation begins 08:15 Close 09:30

Venue: The Mews, Exeter Golf and Country Club, Topsham Road, Exeter EX2 7AE

How to secure your place at this event

E-mail your name and PFS/CII membership number to Nigel.Hook@btinternet.com quoting 'EIS' by 5th January 2016, together with any special dietary or disability needs.

CII Accredited

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

1 1/4 hours' 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.