WEBINAR - It’s not what you gain, it’s what you keep

Zoom - Webinar
Thursday, 09 July 2020
12:30 pm – 1:30 pm
    • John Bailye
    • James D’Mello

Realising a capital gain in any form is a happy occasion, right? This session will take a look at some of the measures advisers can take with clients when planning capital gains arising from a disposal of a buy to let property. We will then have a look at some other case studies where the client may benefit from some tax mitigation planning. Lastly, we will cover off the landscape of EIS companies following the effects of Covid, Demonstrating that not all EIS companies are “start-ups”.

Learning Objectives:

By the end of this session, attendees should have an understanding of:

  • Deadlines concerning capital gains tax payments
  • How your client can defer or reduce their CGT bill
  • The EIS space and the effect of Covid19 on UK start-up

Please note that this event is being hosted via Zoom. All attendees have been emailed joining instructions and these will also appear in your event reminder email.

Speaker Profile: John Bailye

An Australian, who moved to the United States in 1987, John co-founded and assembled the team that grew a start-up to a billion-dollars in market cap (formerly on Nasdaq: DRTE) with nearly 3,000 employees. He sponsored and co-founded the New Jersey Technology Council, now with 1,500 entrepreneurs as members, which is aimed at creating an exchange for entrepreneurs’ experiences and ideas. John has personally been investing in early stage companies for many years.

Speaker Profile: James D’Mello

James has over a decades’ financial services experience from a range of specialisms including Banking, Pensions & Investments. Working for companies such as Santander, MetLife and more recently, Kuber, he has a unique insight into the venture capital world. His role at SidebySide is to head up distribution & manage our relationships with wealth management firms, advice networks & other strategic partners.

Venue

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.