Date: Thursday 13th February 2025
Time: 13:00pm
Since the Autumn Budget, we have seen renewed interest in the EIS and SEIS, driven in part by changes to CGT and IHT. More investors are now considering the EIS as a key component of a diversified portfolio. This government-backed scheme offers a unique opportunity to invest in high-risk, high-reward startups while benefiting from generous tax reliefs, including 30% income tax relief and CGT exemption.
In this session, we’ll explore:
• Key considerations for financial advisers
• New opportunities arising from the Autumn Budget
• Practical steps to help clients maximise the benefit of these valuable tax-efficient schemes
Panel:
– Mark Beaumont, Partner, Eos Advisory
– Laura-Ann Martens, Head of Business Development, GrowthInvest
– Paul Mattick, PhD, OLY, Director, Mercia Asset Management PLC
– Rakesh Murria, Chief Operations Officer, Ascension VC
Chair: – Christiana Stewart-Lockhart, Director General, Enterprise Investment Scheme Association (EISA)
This webinar is open to both EISA members and non-members and is specifically designed for IFAs, investors, wealth managers and financial planners.
