Financial Liverpool January 2016 Event – Tax Year End Planning Opportunities

29 January 2016


11.45 Coffee and Registration

12.15 Annual General Meeting MORE DETAILS CLICK HERE

12.30 45 minute CPD talk on Tax Year End Financial Planning Opportunities

Speaker: Simon Harryman of Ingenious Investments

Buffet Lunch and networking opportunity after the presentation. 

Venue: Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY

Book via EventBrite here.

The target audience will be financial planners, paraplanners, accountants and legal professionals.

The learning objectives will be to:

Provide an overview of the Enterprise Investment Scheme (EIS) and Business Relief (BR) markets

Explain how to fund retirement using rolling EIS investments

Explain how to extract cash from a business efficiently

Provide a comparison of Estate planning solutions

Explain client suitability and how to quantify risk

The learning outcome will be to increase our understanding of EIS and BR qualifying investments and financial planning scenarios where their use might be appropriate.

About Ingenious

Ingenious works closely with professional advisers to provide a range of innovative investment opportunities in the media, clean energy and real estate sectors. They aim to provide advisers and their clients with straightforward, yet innovative and versatile, financial planning solutions.

About Simon Harryman

Simon is an Investment Director in the Client Relationship Team, responsible for developing relationships with Investors and their Advisers.

Commencing his career in retail banking, Simon has amassed a wealth of experience during his 30 years in the financial services sector. As well as working with a number of the UK’s leading financial institutions in a variety of client facing and leadership roles, Simon has also successfully grown his own wealth management and product distribution businesses.

Simon has a deep understanding of the advice process, the commercial realities of managing a regulated financial services business, and a passion for thought leadership. He therefore enjoys a great affinity with the professional advice community and utilises his skills and knowledge by developing excellent relationships with advisers, helping them to deliver great solutions for their clients.

Simon holds the CISI Level 6 Private Client Investment Advice and Management qualification.