Kuber Ventures CPD Qualifying Financial Planning Seminar 31 May 09.00 – 12.00 25 Sackville Street, London

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Date27 Apr 2017
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Categories

CPD Qualifying Financial Planning Seminar

Welcome

Financial Planning for all seasons, a CPD qualifying seminar

EIS/SEIS are becoming increasingly more important as financial planning tools within an Adviser’s offering. Good planning and timing are key ingredients to successful EIS/SEIS investing and investing early affords a client the opportunity for more, possibly stronger investment opportunities.

No doubt you will have clients who:
  • have the opportunity to carry back to 2016/17, to mop up tax reliefs
  • are approaching/have exceeded their lifetime allowance
  • have used up all their carry forward pension allowances
  • are caught by the pensions ‘CAP’
  • have maximised their ISA limits
  • have IHT planning considerations

Kuber Ventures are delighted to invite you to their CPD qualifying financial planning seminar featuring guest contributions from managers currently available on the Platform, including Blackfinch and Deepbridge who will talk through a variety of EIS/SEIS & BPR propositions including:

  • Asset backed EIS proposition, Blackfinch
  • BPR proposition, Deepbridge
  • Generalist EIS/SEIS proposition, Jenson Solutions

Kuber will illustrate the importance of diversification across today’s tax efficient investment environment and how diversification might work with existing clients. Kuber will also outline the core aim of the platform and how it works in terms of, achieving diversification and simplified administration through to online consolidated reporting. The session will also feature a number of client scenarios highlighting the advantages of the platform approach.

Agenda

Wednesday 31 May 2017

Time Agenda item
09.00  – 09.15 Registration / light breakfast / tea & coffee
09.15  – 09.20 Introduction, Dermot Campbell, CEO Kuber Ventures
09.20  – 09.50 Kieran O’ Gorman, Deepbridge – BPR
09.50  – 10.20 Blackfinch
10.20  – 10.30 Coffee break
10.30  – 11.00 Paul Jenkinson, Jenson Solutions – EIS/SEIS
11.00  – 11.30 Dermot Campbell, CEO Kuber Ventures
11.30  – 12.00 Closing remarks/Networking

Address

25 Sackville Street
London
W1S 3AX

Directions

Please note timings are approximate and could be subject to change along with content. This seminar has been designed for Advisers who are specifically involved with providing investment advice to high net worth individuals.

Adviser registration details

  • * denotes mandatory field

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