Plan to grow: the essential event to bring you up to date on trends in the EIS & BR markets

One Moorgate Place
Thursday, 05 December 2019
8:30 am – 2:00 pm (UK time)
  • Financial Planning

Advance booking is required for this event!

Registration is free of charge and includes breakfast and lunch. Please register via the link below.

The EIS Association (EISA), in association with the IIL, is holding an Enterprise Investment Scheme (EIS) and Business Relief (BR) investment focused event aimed specifically for Financial Planners and Regulated Advisers.

You will leave the event having extended your knowledge of these key markets. You will discover how to understand how EIS/IHT investments calculate their charges and performance; let experts in the industry inform you on how changes in the EIS and IHT market affect your clients; unlock ideas on how to incorporate EIS/IHT investments within a client’s financial plan; hear direct from the Government on its view of the EIS/IHT sector; get the inside story from entrepreneurs and investors on their experience of EIS/IHT; enjoy listening to keynote speakers on why now is an exciting to invest in Britain’s entrepreneurial companies. You will leave the event having extended your knowledge of these key markets.


Best of all, it's FREE! And for planners and advisers who are not already EISA members, there is an additional bonus as attendance at this event provides free membership to EISA! More details on the benefits of EISA membership can be found here.

By the end of this event attendees would have gained an insight into:

  • The EIS and IHT market
  • How to advise clients confidently and competently on tax efficient investments
  • How to invest diversely and understand the risk/reward

Chair:
Mark Brownridge, Director General, EISA.

Venue
  • One Moorgate Place
  • London
  • EC2R 6EA
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CII Accredited

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

5 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.