X

About

Advertise

Contact

Linkedin
Twitter
Facebook-f
  • News
    • In the Press
    • Politics and Finance
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Menu
  • News
    • In the Press
    • Politics and Finance
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Search
Close

About

Advertise

Contact

Jobs

Tools for Advisers

Untitled-1
Linkedin
Twitter
Facebook-f
  • News
    • In the Press
    • Politics and Finance
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Menu
  • News
    • In the Press
    • Politics and Finance
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Untitled-1
Linkedin
Twitter
Facebook-f

GB Investments and EISA present the Advocate Webinar Series

Fostering the continued investment in SMEs and Start-ups

by Kim Wonnacott
May 5, 2020
in Events, News
Share this story
GB Investments and EISA present the Advocate Webinar Series
Share this story

The impact of Covid 19 and the government’s fiscal interventionism has tilted the normal expectations around the tax year end of 2020 in our investments sector. Yet the effectiveness of tax incentive led schemes for investment in SMEs and Start-ups has been proven over the last 40 years and will continue to play a pivotal role in how we rebuild our economy once the crisis has passed.

As part of our strategic relationship with EISA, GB Investments presents a new essential webinar series we are calling ADVOCATE to build knowledge and confidence for advisers across a broad range of related topics affecting us right now.

We will be joined by leading industry experts who will discuss the existing state of play and the key issues for advisers to consider for their clients around approaches to risk, IHT and tax planning, in a forum designed to be both educational and insightful. We have invited IFAs who collectively have extensive experience in investments in this area to join us and share their expertise in the discussions.

To register and join us contact [email protected]

ADVOCATE EIS State of Play

10 am Tuesday 2nd June

  • A review of the tax year end, the current state of play and approaches to risk

Why now is the right time to be looking at EIS

Chaired by Mark Brownridge, Director General of EISA, we will be joined by industry leaders to discuss opportunities for advisers and their clients in the space.

ADVOCATE Technical

10 am Tuesday 23rd June IHT, BR and tax planning

  • The discussion will include Case studies, Insight from leading solutions providers, Solutions for clients whose estates put them over the residence nil rate band taper threshold, and clients with large ISA portfolios along with inheritance tax considerations.

10am Tuesday 7th July EIS – Under the Bonnet

  • The discussion will include detailed insight into some of the leading fund managers in the space; Fees; Due Diligence; Platforms; Objectives to consider (growth, capital preservation, income, or a combination of all three, and the targeted level of annual returns) and how fund managers provide detail on the proposed underlying investments: how will they generate returns and how is liquidity achieved.

To register and join us contact [email protected]

Previous Post

LGIM appoints Brenda Sklar as Global Chief Operating Officer

Previous Post

GB Investments and EISA present the Advocate Webinar Series

Previous Post

Confronting Coronavirus: How Are Emerging Markets Responding?

Next Post

Germany Threatens to Halt Euro-Bond Scheme

Next Post

Data-driven workforce management software firm attracts £6m new investment

Next Post

Is it game over for online estate agents?

Related Posts

Capitalising on the growth in early stage companies
Featured

Capitalising on the growth in early stage companies

January 28, 2021
New investment firm Engine No. 1 – bringing active ownership and impact-driven strategy to investing
News

Engine No. 1 formally nominates four director candidates to Exxonmobil Board

January 28, 2021
‘A very difficult March for all participants in the housing market,’ says Ray Boulger
News

The real and ongoing ramifications of the global pandemic

January 28, 2021
pension
News

Intra-day pensions transfers increase in 2020

January 28, 2021
Save the dates and register now
Events

Save the dates and register now

January 27, 2021
Gamestonk: Memes and market movement
Finance on Social Media

Gamestonk: Memes and market movement

January 27, 2021
Next Post
Germany Threatens to Halt Euro-Bond Scheme

Germany Threatens to Halt Euro-Bond Scheme

Data-driven workforce management software firm attracts £6m new investment

Data-driven workforce management software firm attracts £6m new investment

Is it game over for online estate agents?

Is it game over for online estate agents?

Podcasts & Films

  • HAATCH Celebrating Entrepreneurs – Episode 2
    January 26, 2021
  • Put an atomic clock in your car, phone and on your wrist
    January 13, 2021
  • The Nexus Scale-Up Fund walk through
    December 21, 2020
  • Net4 x ARIE Capital webinar, hosted by CoInvestor
    December 18, 2020
  • How does Nexus Communicate with clients?
    December 18, 2020
  • Nexus Investments – Reasons for Advisers to be positive in 2021
    December 17, 2020

Today’s Most Read

  • EIS – looking to the future
    January 21, 2021

    EIS has been part of an adviser’s tax efficient tool kit for the last 26 years and now, more than £2 billion is invested annually

  • Square Mile’s 3D investing: new ratings and certifications in Q4  
    January 22, 2021

    Six funds awarded AAA 3D Impact ratings  Four funds awarded AA 3D Impact ratings  Three 3D Fund Certifications  3D Investing, Square Mile’s subsidiary dedicated to

  • Baillie Gifford Multi Asset Income Fund selected by Hargreaves Lansdown as investment pathways solution
    January 27, 2021

    The £82m Baillie Gifford Multi Asset Income Fund has been chosen by Hargreaves Lansdown as an ‘investment pathways’ solution for investors seeking non-advised drawdown. Investment

  • Gamestonk: Memes and market movement
    January 27, 2021

    @peter_IFAMAG reads Twitter so you don’t have to. There is one dominant finance story on Twitter today, and it surrounds the meteoric rise of Gamestop

  • Are we in a bubble?
    January 27, 2021

    William Ryder , Equity Analyst at Hargreaves Lansdown examines market valuations “Veteran investor Jeremy Grantham at GMO recently published a widely circulated research article arguing that the

  • Retail investors pump the US stock market
    January 26, 2021

    @peter_IFAMAG reads Twitter so you don’t have to. Retail investors using internet site Reddit helped pump the price of Game Stop shares last night, leading

  • Portfolio of BB Biotech AG as of December 31, 2020
    January 22, 2021

    Vaccines leading the way out of the pandemic – increased dividend of CHF 3.60 proposed BB Biotech performed well in 2020 in a volatile market

  • Ethical and sustainable funds among best performers in 2021 FE fundinfo Crown Ratings
    January 25, 2021

    In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the best performers in the latest rebalance of

  • IPO and SPAC mania: what could possibly go wrong?
    January 25, 2021

    As investors throw money at IPOs and SPACs, Steve Russell, co-manager of the Ruffer Total Return Fund, says the promise of untold future profits should

  • Firm that turns footsteps into energy raises £2.4 million
    January 27, 2021

    Fast growing start-up, Pavegen, which has created patented floor tiles that turn footsteps into clean energy and data, has raised £2.4million in investment from Wealth

More Articles

Blackfinch Ventures: In the spotlight
Interviews

Blackfinch Ventures: In the spotlight

January 7, 2021
Making a positive difference at the cutting edge
Interviews

Making a positive difference at the cutting edge

January 7, 2021
Meet the manager of the M&G Global Listed Infrastructure Fund
Interviews

Meet the manager of the M&G Global Listed Infrastructure Fund

December 15, 2020
Par Equity is the bright EIS star of the North 
Interviews

Par Equity is the bright EIS star of the North 

November 23, 2020
What’s next for Mercia?
Interviews

What’s next for Mercia?

November 2, 2020
M&G Positive Impact Fund: Q&A with Ben Constable-Maxwell
Interviews

M&G Positive Impact Fund: Q&A with Ben Constable-Maxwell

October 21, 2020
People Behind the Product: Pippa Gawley, Zero Carbon Capital
GBI

People Behind the Product: Pippa Gawley, Zero Carbon Capital

October 7, 2020
People Behind the Product: Matthew Steiner, Stellar Asset Management
GBI

People Behind the Product: Matthew Steiner, Stellar Asset Management

October 6, 2020
People Behind the Product: Ewan Lloyd-Baker, Seismic Venture Partners
GBI

People Behind the Product: Ewan Lloyd-Baker, Seismic Venture Partners

October 5, 2020

About Us

​IFA Magazine – for today’s discerning financial and investment professional.

Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners.

Newsletter

    Follow Us

    Linkedin
    Twitter
    Facebook-f

    © 2021 All rights reserved​ to IFA Magazine | Website by: Nivo Digital | Terms and Conditions

    Do NOT follow this link or you will be banned from the site!

    Adblock Blocker

    We have detected that you are using

    adblocking plugin in your browser. 

    Keep updated on the most important financial events 

    Make sure you are an informed

    wealth professional..

    IFA Magazine
    • News
      • In the Press
      • Politics and Finance
    • Featured
      • Podcasts & Films
      • Interviews
      • Events
      • Finance on Social Media
      • Jobs
      • MPS Report
    • GBI
      • Tax Efficient Investments
      • Open Investment Opportunities
      • People Behind the Product
      • GBI Magazine Issues
      • About GBI
    • Business
      • Regulation and Compliance
    • Magazines
    • The M&G Adviser Hub