EIS Showcase & Workshop for financial advisers and wealth managers | London

Following the success of our IHT & Estate Planning Masterclasses with a brand new and very well received workshop format, we're running three more, the second of which is our EIS Showcase & Workshop.

As well as the high value and insightful educational content of our masterclasses, we're adding the Showcase content advisers have always found so useful, making it a hybrid event that can't be replicated online.

Our half-day EIS Showcase & Workshop will feature:

1. Market Overview
2. Offer presentations - compare and contrast the product offerings of up to 8 providers of EIS solutions
3. Interactive Roundtable Workshops* - focused on technical case study analysis
4. Live Q&A** - an opportunity to ask the provider representatives any burning questions
5. Networking breaks* - speak with the providers during the refreshment breaks
6. Digital provider literature - PDF investment memorandums and fact sheets emailed after the event
7. Case Studies Workbook* - detailed technical case studies with note sections to take home after the event

* Items 3,5 & 7 are only available for in-person event attendance, and not via virtual or on demand formats

**Item 4 only applies to live and virtual attendees, and not for the on demand format

At the end of this event, live in-person attendees should be able to:

• Understand the key features of up to eight fund managers' EIS solutions
• Calculate the loss relief due when EIS-qualifying shares are sold at a loss
• Evaluate the potential benefits of EIS portfolio diversification
• Compare specialist vs generalist EIS manager risks
• Describe the rules for deferring capital gains tax due using EIS
• Define how EIS clawback works in relation to deferred capital gains tax liabilities
• Explain how the differing risk profiles of EIS and BR impact the suitability considerations of this solution

There are 3 ways to attend this event via our booking form:

1. Live in-person - Come to Irwin Mitchell Solicitor's London office on 12 October to benefit from all of the items outlined above

2. Virtual - Register to be sent a link to watch the market overview and offer presentations live from the comfort of your home or office

3. On Demand - Register to be sent a link to watch recordings of the market overview and offer presentations when it suits you

For any of these options, you MUST pre-register via the booking form and the workshops and workbook are only available for in-person attendance.

By registering to this event you agree for your email to be passed on to the companies speaking at the event. If you do not wish to be contacted by these companies after the event please get in contact with [email protected]

Event Venue & Nearby Stays

Irwin Mitchell Solicitors, 40 Holborn Viaduct, London, United Kingdom