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Getting up to speed with EIS and BR: free ‘Plan to Grow’ event with EISA December 5th


  • By Kim Wonnacott

EISA is the official trade body for the Enterprise Investment Scheme. It is a not-for-profit organisation whose principal goal is to help SMEs obtain the funding they need to grow their business and help drive the UK economy forward.


On December 5th, EISA in association with The Insurance Institute of London are holding an Enterprise Investment Scheme and Business Relief investment focused event, ‘Plan to Grow’, aimed specifically at financial planners and regulated advisers.

A Shifting Landscape

Both EIS and BR investments are changing. It’s vital that investors and especially their advisers make themselves aware of the implications.

They need to be up to date with the important areas of investment, income tax, capital gains tax and inheritance tax advice. What action should advisers be taking on behalf of their clients? How do they advise clients confidently, competently and comprehensively?

‘Plan to Grow’ is designed to provide the answers to these questions and more; it will bring together investment and tax efficient industry experts, commentators and Government representatives. They will provide planners, paraplanners and advisers with a fully CPD qualifying session of informed opinion from thought leaders spanning both the EIS and BR markets covering the issues to be faced when advising in this area.

New Horizons

Delegates will get to understand how EIS/BR investments calculate their charges and performance. Experts in the industry will reveal how changes in the EIS and BR market affect their clients, unlock ideas on how to incorporate EIS/BR investments within a client’s financial plan, hear direct from the Government on its view of the EIS/BR sector, get the inside story from entrepreneurs and investors on their experience of EIS/BR and hear our keynote speaker on why now is an exciting time to invest in Britain’s entrepreneurial companies.

They will also gain insights into:

  • The EIS and BR market
  • How to advise clients confidently and competently on tax efficient investments
  • How to invest diversely and understand the risks and rewards.

The experts

The agenda and line-up is constantly being added to, but confirmed speakers currently include:

Eddie Grant of Technical Connections, who will take a look at the technical side of EIS and BR investing and give some practical tax and investment planning advice to use with clients.
Marcus Stuttard, Head of AIM at the London Stock Exchange will discuss the SME sector and the importance of helping more companies scale up so they can benefit from larger investments from AIM and other markets.

Brian Moretta, Hardman & Co, examines how BR’s popularity has surged in the past few years as increasing numbers of people accrue estates that may be subject to inheritance tax. Both the value of assets invested, and the number of products, has grown very quickly. However, how transparent is the industry and how can advisers review the market properly? In his presentation, Brian will give a brief overview of BR strategy options and their prospects, and an insight into some of the potential issues.

Kelly Tolhurst MP, Small Business Minister, will give the Government’s view of EIS and BR investments. Why does the Government continue to support both the schemes and small businesses and what do they get in return for their investment in the schemes?

The Time, The Place

‘Plan to Grow’ will be held on Thursday 5 December 2019 at The Great Hall, One Moorgate Place (the home of the Institute of Chartered Accountants in England and Wales), London EC2R 6EA. Breakfast and lunch is included.*

Registration will be at 0815 for an 0900 start, and the event will wrap up at 1430.

Although ‘Plan to Grow’ is free, for planners and advisers who are not already EISA members there is an additional bonus as attendance at this event provides them with free membership of EISA.

*Attendance at ‘Plan to Grow’ is open strictly only to those who work for Financial Planning, Accountancy or Advisory firms.


For more information and to register for the event click here

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