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Tax Efficient Investing

How to make tax work for your clients

Leeds, London |
Speakers include:
Sally   Boyle

Sally Boyle

Octopus Investments

John Bunker

John Bunker

Irwin Mitchell LLP

Rob  Bickerstaffe

Rob Bickerstaffe

Puma Investments

Overview

FTAdviser’s Tax Efficient Investing event returns ahead of what could prove a pivotal year for tax planning. The Office for Tax Simplification has proposed a series of changes to the current regime, changes to property taxes are already on the way, and pensions taxation is back on the agenda at a governmental level.

This means it’s more important than ever for financial advisers to stay one step ahead. Our event will identify the areas where intermediaries must change their thinking, and, at the same time, examine the opportunities that are now emerging.

The programme will be divided into various themes relating to pensions taxation, EIS and VCTs, and property and inheritance, and offer a range of keynotes and interactive panels detailing new updates and solutions. Roundtables will conclude the day, giving you the opportunity to share your experiences and ask questions directly to the discussion host to solve your most pressing problems. Hear from industry-leading intermediaries, FTAdviser journalists and tax planning solution providers for a vital briefing informing you on the best way forward.

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fallback Add to my Calendar 02/06/2020 08:15:0002/13/2020 17:00:00trueTax Efficient InvestingFTAdviser’s Tax Efficient Investing event returns ahead of what could prove a pivotal year for tax planning. The Office for Tax Simplification has proposed a series of changes to the current regime, changes to property taxes are already on the way, and pensions taxation is back on the agenda at a governmental level.This means it’s more important than ever for financial advisers to stay one step ahead. Our event will identify the areas where intermediaries must change their thinking, and, at the same time, examine the opportunities that are now emerging.The programme will be divided into various themes relating to pensions taxation, EIS and VCTs, and property and inheritance, and offer a range of keynotes and interactive panels detailing new updates and solutions. Roundtables will conclude the day, giving you the opportunity to share your experiences and ask questions directly to the discussion host to solve your most pressing problems. Hear from industry-leading intermediaries, FTAdviser journalists and tax planning solution providers for a vital briefing informing you on the best way forward.Tax-Efficient-Investing16fe5e17b11f0942a3bdde2362af6bd3MM/DD/YYYY

Speakers (13)

Sally   Boyle

Sally Boyle

Area Sales Director
Octopus Investments

Sally has been with Octopus for over 8 years. She started life working with advisers as a Business Development Manager, then went on to train, manage, hire and develop the circa 50 person Sales Team. Sally now works as an Area Sales Director, managing our external teams in Scotland, the Midlands, London and the South East.

John Bunker

John Bunker

Head of Knowledge Development, Tax Trusts and Estates
Irwin Mitchell LLP

John D. Bunker LL.B CTA TEP is a freelance lecturer and Head of Knowledge Development, Tax Trusts and Estates, at Irwin Mitchell. He is Chair of the Chartered Institute of Taxation’s Private Client Taxes (UK) Sub-committee, having been a Chartered Tax Adviser for over 20 years. He has over 25 years of experience as a solicitor specialising in wills, trusts, estate and tax planning. He serves on HMRC’s Capital Taxes Liaison Group and the TACT Private Trusts Committee.

John moved in 2012 to his technical development / know-how role, originally for Thomas Eggar, after 23 years as partner, now working with a 100+ strong IM team. John has developed external training work, in a freelance capacity, and brings his enthusiasm for his subject, where he seeks to illuminate technical details with practical insight, to training for CLT, MBL, SJ Live, individual firms, local law societies, branches of STEP, CIOT, SFE and other professional groups.

Rob  Bickerstaffe

Rob Bickerstaffe

Business Development Manager
Puma Investments

Rob joined Puma Investments in 2016 as Senior Business Development Manager for the North of England and is based in Manchester.

Most recently, Rob was an Investment Manager in the Client Relationship Team at Ingenious Investments with responsibility for all EIS and BPR Sales & Marketing activity across the North West.

Rob has over 20 years’ financial services experience, having worked at Coutts & Co and Barclays Wealth as a Private Banker and Wealth Manager. He is a Member of the Chartered Institute for Securities & Investment and holds a variety of Investment & Financial Planning qualifications from both the CISI & CII.

Luke  Barnett

Luke Barnett

Lead Analyst
MJ Hudson Allenbridge

Luke Barnett is the Lead Analyst in MJ Hudson Allenbridge’s Tax-Advantaged Investment Research team. His role includes undertaking due diligence and research across the tax-advantaged market, including SEIS, EIS, BR, AIM IHT and VCT offerings. Prior to Joining MJ Hudson Allenbridge, Luke was a Senior Investment Analyst at MICAP, and has held a number of investment analyst roles across various asset classes. Originally from South Africa, Luke has a Masters degree in economics from the University of Cape Town, is a CAIA Charterholder and has a Diploma in Financial Advice (DipFA).

Claire Trott

Claire Trott

Head of Pensions Strategy
Technical Connection

Claire, Head of Pension Strategy at Technical Connection, has over 19 years experience in the pensions industry. Her a career has ranged from a financial adviser dealing with pension transfers to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Claire’s role with Technical Connection continues to build on her ability to communicate with various audiences using a wide array of media.

In addition, Claire is the Chairperson of the Association of Member-Directed Pension Schemes, the trade association representing SIPP and SSAS providers.

Justin Elmes

Justin Elmes

Senior Business Development Manager
Puma Investments

Justin joined Puma Investments in 2016 as a Senior Business Development Manager. Justin was responsible for all sales and marketing activity in the South West for Ingenious Investments’ EIS and Business Relief products. He also spent a number of years at Octopus Investments and prior to that the ECU Group Plc, where he was responsible for establishing and developing relationships with financial advisers and their clients.

Jessica List

Jessica List

Pension Technical Manager
Curtis Banks

Jessica has been with the Curtis Banks Group for eight years. She’s worked in various roles, including the SIPP Support team helping customers with general queries, and the Product Technical team working on projects to deliver legislative changes and delivering staff training. As the Group’s Pension Technical Manager she now focuses on helping advisers, presenting on technical issues and writing for the press.

John Woolley

John Woolley

Director
Technical Connection

John is a director of Technical Connection, a firm who have supplied tax and technical advice within the financial services sector for the last 27 years.
John has many legal and tax qualifications and has been involved in financial planning in the financial services sector for the last 30 years.
He regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at financial services and tax conferences.
John’s experience and technical knowhow have made him an invaluable first point of contact for many clients of Technical Connection.

Nick  Bird

Nick Bird

Executive Business Development Manager
Octopus Investments

Nick is the Executive Business Development Manager for Octopus where he has worked for the last 7 years as part of a 22 year career in financial services. He works closely with firms and helps identify areas where he can help grow their business and meet client needs. Outside of work he is a committed Liverpool fan and has his fingers crossed for this year after 30 years of hurt!

Fiona  Tait

Fiona Tait

Technical Director
Intelligent Pensions

Fiona is a specialist presenter and commentator on all areas of pension planning. Having (obviously) started young she now has nearly 30 years’ experience in pensions and is qualified as a Fellow of the Personal Finance Society. She is currently an adviser and Technical Director for specialist retirement firm Intelligent Pensions, having previously held long-term positions with pension providers Royal London and Aegon. Fiona has been a guest speaker at numerous adviser conferences, including events for FT Adviser, Money Marketing and the Personal Finance Society, and is a regular contributor to the trade press and on social media in the persona of @pensionsgirlie. She lives in North Berwick with her husband and son, and has a particular interest in history.

Ewoud Karelse

Ewoud Karelse

Head of Tax Advantaged Investments
Tilney

Ewoud Karelse is Head of Tax Advantaged Investments at Tilney, responsible for research and selection of VCTs, SEIS, EIS, and IHT Business Relief qualifying investments for use by Tilney Financial Planners and Investment Managers. Ewoud also writes VCT research for Bestinvest.

Hugh Rogers

Hugh Rogers

Director
Tax Efficient Review

Hugh started his career in finance in 1999 at Bestinvest as a financial adviser and in 2002 became responsible for VCTs at Bestinvest. In 2009 he joined Shore Capital to promote their VCTs to financial advisers. In the 9 years at Shore Capital there were 8 VCT launches, 2 EIS launches and 2 BR/IHT efficient launches. In 2019 he returned to his research beginnings by joining Martin Churchill at Tax Efficient Review.

Peter Rayney

Peter Rayney

Deputy President
Chartered Institute of Taxation

Peter is an independent tax adviser and is a respected tax speaker and author.  He is also currently Deputy President of the Chartered Institute of Taxation and immediate past chair of the ICAEW Tax Faculty Technical Committee

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Chairs (2)

Damian  Fantato

Damian Fantato

Digital Editor
FTAdviser

Damian is deputy editor of Financial Adviser and one of the hosts of the FTAdviser Podcast. He has been a journalist for nearly a decade and in 2018 he was named Headline Money Financial Trade Journalist of the Year.

Dan  Jones

Dan Jones

Editor-in-Chief
FTAdviser

Dan is editor-in-chief of FTAdviser and has been a financial journalist for over a decade. He was named the CFA Institute's UK Trade Journalist of the Year in 2018.

Agenda - 13th Feb

  • 8:15am
    Registration
  • 9:00am
    Opening remarks

    Dan Jones, Editor-in-Chief, FTAdviser

  • 9:05am
    2020 Capital tax and trust changes: What’s on the taxman’s radar?
    • Any big private client tax changes likely in the March Budget?
    • What else might come from the new Government, now with a big majority?
    • Key proposals from the OTS Review of IHT: what “cherries” might the chancellor pick? E.g. normal expenditure and changes to CGT uplift on death?
    • 5MLD is coming up in March, but with a consultation on the details for trusts; what might this mean e.g. for life policies and pensions?

    John Bunker, Head of Knowledge Development, Tax Trusts and Estates, Irwin Mitchell

  • 9:30am
    Interactive Roundtables

    Each roundtable will consist of 20 minutes that will be run twice, allowing delegates the chance to engage in more than one discussion on the below topics. The purpose of the roundtables is to allow delegates and hosts to engage with one another directly by sharing experiences, suggesting strategies and finding collaborative solutions to common challenges.

    Roundtable 1

    VCT Investments: the growth in advice opportunity

    Justin Elmes, Senior Business Development Manager, Puma Investments

    Roundtable 2

    How to select a tax-efficient investment

    Luke Barnett, Lead Analyst, MJ Hudson Allenbridge 

    Roundtable 3

    Residence relief and capital gains: Getting ready for change

    John Woolley, Director, Technical Connection

    Roundtable 4

    Overhauling self-employed taxation 

  • 10:15am
    Inheritance tax tips and updates: How to best meet client needs
    • Visiting the proposed changes to the inheritance tax ‘seven year rule’
    • Reviewing the possibility of reduced tapered relief on inheritance tax and the impact this will have on clients
    • Early gifting and AIM shares as a means of making the best use of inherited estates
    • The government’s new legislative agenda
    • Reviewing the possibility of a digital IHT system to streamline the client journey
    • Client scenario: a client who is approaching retirement is looking to make preparation to pass on their estate to their children, they have not investing in any tax-exempt shares or funds. What solutions should they be considering? What are the advisable time-frame to begin this wealth transfer?

    Peter Rayney, Deputy President, The Chartered Institute of Taxation 

  • 10:35am
    Why Business Property Relief (BPR) is becoming an increasingly important estate planning tool for advisers
    • Introducing BPR, its benefits and risks and why it exists
    • Highlighting the importance of BPR for an adviser in the context of an aging population
    • Showcasing the commercial benefits of advising on BPR as a value creating investment for a financial adviser
    • Best practice and case studies on how advisers are embedding BPR in their business
    • Types of client who could benefit from BPR

    Sally Boyle, Area Sales Director, Octopus Investments

  • 10:55am
    Joint Q&A panel discussion

    The preceding speakers and industry experts will join forces to answer audience questions on inheritance tax, property tax and BPR. They will clarify any matters that remain unclear and leave you with a better understanding of how to tackle your current challenges.

    Peter Rayney, Deputy President, The Chartered Institute of Taxation 
    Sally Boyle, Area Sales Director, Octopus Investments

    Panel moderated by Dan Jones, Editor-in-Chief, FTAdviser

  • 11:40am
    LTA and AA: Past landscapes, current challenges, and future possibilities
    • Reviewing the current lifetime allowance and annual allowance landscape
    • Considering what could happen in practice if the lifetime allowance was scrapped
    • Case study showing how clients may be able to use carry forward to maximise their tax relievable contributions without exceeding their tapered annual allowance

     Jessica List, Pension Technical Manager, Curtis Banks

  • 12:00pm
    Sponsor session
  • 12:20pm
    Joint Q&A panel discussion

    The preceding speakers and industry experts will join forces to answer audience questions on LTA, AA and pensions-related matters. They will clarify any matters that remain unclear and leave you with a better understanding of how to tackle your current challenges.

    Claire Trott, Head of Pensions Strategy, Technical Connection

    Panel moderated by Dan Jones, Editor-in-Chief, FTAdviser

  • 12:40pm
    Beyond the Tax Relief
    • A reminder of the tax reliefs for SEIS & EIS
    • Talking to the right clients
    • What are the risks and how to reduce these?
    • How to research and select SEIS & EIS Funds
    • How to build a diversified portfolio

    Ewoud Karelse, Head of Tax Advantaged Investment, Tilney

  • 1:00pm
    VCTs as the best tax relief solution for clients
    • Reviewing the current VCT landscape as well as the benefits and risks of VCTs
    • Identifying when alternatives to core propositions such as VCTs are appropriate for the client
    • Social and ethical views of VCT and EIS in parallel with the rise in impact and sustainable investment awareness
    • EIS and VCTs as medium to high risk solutions to lifetime allowance surcharges
    • Exploring the rise of top up offers

    Hugh Rogers, Director, Tax Efficient Review

  • 1:20pm
    Joint Q&A panel discussion

    The preceding speakers and industry experts will join forces to answer audience questions on EIS, VCTs and other types of tax friendly investments. They will clarify any matters that remain unclear and leave you with a better understanding of how to tackle your current challenges.

    Hugh Rodgers, Director, Tax Efficient Review
    Ewoud Karelse, Head of Tax Advantaged Investment, Tilney

    Panel moderated by Dan Jones, Editor-in-Chief, FTAdviser

  • 1:40pm
    Closing remarks

    Dan Jones, Editor-in-Chief, FTAdviser

  • 1:45pm
    Lunch

Agenda - 6th Feb

  • 8:15am
    Registration
  • 9:00am
    Opening remarks

    Damian Fantato, Deputy Editor, FTAdviser

  • 9:05am
    2020 Capital tax and trust changes: What’s on the taxman’s radar?
    • Any big private client tax changes likely in the March Budget?
    • What else might come from the new Government, now with a big majority?
    • Key proposals from the OTS Review of IHT: what “cherries” might the chancellor pick? E.g. normal expenditure and changes to CGT uplift on death?
    • 5MLD is coming up in March, but with a consultation on the details for trusts; what might this mean e.g. for life policies and pensions?

    John Bunker, Head of Knowledge Development, Tax Trusts and Estates, Irwin Mitchell

  • 9:30am
    Interactive Roundtables

    Each roundtable will consist of 20 minutes that will be run twice, allowing delegates the chance to engage in more than one discussion on the below topics. The purpose of the roundtables is to allow delegates and hosts to engage with one another directly by sharing experiences, suggesting strategies and finding collaborative solutions to common challenges.

    Roundtable 1

    VCT Investments: the growth in advice opportunity

    Rob Bickerstaffe, Business Development Manager, Puma Investments

    Roundtable 2

    How to select a tax-efficient investment

    Luke Barnett, Lead Analyst, MJ Hudson Allenbridge

    Roundtable 3

    Residence relief and capital gains: Getting ready for change

    John Woolley, Director, Technical Connection

    Roundtable 4

    Overhauling self-employed taxation 

  • 10:15am
    Inheritance tax tips and updates: How to best meet client needs
    • Visiting the proposed changes to the inheritance tax ‘seven year rule’
    • Reviewing the possibility of reduced tapered relief on inheritance tax and the impact this will have on clients
    • Early gifting and AIM shares as a means of making the best use of inherited estates
    • The government’s new legislative agenda
    • Reviewing the possibility of a digital IHT system to streamline the client journey
    • Client scenario: a client who is approaching retirement is looking to make preparation to pass on their estate to their children, they have not investing in any tax-exempt shares or funds. What solutions should they be considering? What are the advisable time-frame to begin this wealth transfer?

     

    Peter Rayney, Deputy President, The Chartered Institute of Taxation 

  • 10:35am
    Why Business Property Relief (BPR) is becoming an increasingly important estate planning tool for advisers
    • Introducing BPR, its benefits and risks and why it exists
    • Highlighting the importance of BPR for an adviser in the context of an aging population
    • Showcasing the commercial benefits of advising on BPR as a value creating investment for a financial adviser
    • Best practice and case studies on how advisers are embedding BPR in their business
    • Types of client who could benefit from BPR

    Nick Bird, Executive Business Development Manager, Octopus Investments

  • 10:55am
    Joint Q&A panel discussion

    The preceding speakers and industry experts will join forces to answer audience questions on inheritance tax, property tax and BPR. They will clarify any matters that remain unclear and leave you with a better understanding of how to tackle your current challenges.

    Peter Rayney, Deputy President, The Chartered Institute of Taxation 
    Nick Bird, Executive Business Development Manager, Octopus Investments

    Panel Moderated by Damian Fantato, Deputy Editor, FTAdviser

  • 11:15am
    Morning Refreshments
  • 11:40am
    Tackling LTA and AA issues to optimise retirement savings
    • Reviewing the current lifetime allowance landscape, upcoming regulation and the future of pensions taxation
    • Reviewing tax challenges for public sector clients (especially NHS members) and applicable solutions
    • Considering the MPAA and the challenges it brings
    • Client scenario: a client is looking to increase their saving for retirement but they have a limited annual and lifetime allowance remaining. What is the best route to ensure the client is able to get the most out of their pension?

    Claire Trott, Head of Pensions Strategy, Technical Connection

  • 12:00pm
    Death and Taxes
    • Considering how options and taxation changes have transformed the death benefits landscape since 2015
    • Exploring tax considerations when passing on assets such as commercial property (with case study)
    • Considering why clients might still nominate trusts on an expression of wishes, and how this affects the tax position for beneficiaries.

    Jessica List, Pension Technical Manager, Curtis Banks

  • 12:20pm
    Joint Q&A panel discussion

    The preceding speakers and industry experts will join forces to answer audience questions on LTA, AA and pensions-related matters. They will clarify any matters that remain unclear and leave you with a better understanding of how to tackle your current challenges.

    Claire Trott, Head of Pensions Strategy, Technical Connection

     Panel Moderated by Damian Fantato, Deputy Editor, FTAdviser

  • 12:40pm
    Beyond the Tax Relief
    • A reminder of the tax reliefs for SEIS & EIS
    • Talking to the right clients
    • What are the risks and how to reduce these?
    • How to research and select SEIS & EIS Funds
    • How to build a diversified portfolio

    Ewoud Karelse, Head of Tax Advantaged Investment, Tilney

  • 1:00pm
    VCTs as the best tax relief solution for clients
    • Reviewing the current VCT landscape as well as the benefits and risks of VCTs
    • Identifying when alternatives to core propositions such as VCTs are appropriate for the client
    • Social and ethical views of VCT and EIS in parallel with the rise in impact and sustainable investment awareness
    • EIS and VCTs as medium to high risk solutions to lifetime allowance surcharges
    • Exploring the rise of top up offers

     Hugh Rogers, Director, Tax Efficient Review

  • 1:20pm
    Joint Q&A panel discussion

    The preceding speakers and industry experts will join forces to answer audience questions on EIS, VCTs and other types of tax friendly investments. They will clarify any matters that remain unclear and leave you with a better understanding of how to tackle your current challenges.

    Hugh Rogers, Director, Tax Efficient Review
    Ewoud Karelse, Head of Tax Advantaged Investment, Tilney

    Panel Moderated by Damian Fantato, Deputy Editor, FTAdviser

  • 1:40pm
    Closing remarks

    Damian Fantato, Deputy Editor, FTAdviser

  • 1:45pm
    Lunch

Presented by (1)

FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

The strength of FTAdviser.com comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser.com team, combined with the expertise of Financial Adviser and Money Management magazines, whose content feeds directly into the site.

Lead Sponsor (1)

Octopus Investments provides products and services that help financial advisers and investors achieve more of their goals.

For an adviser, that can mean winning new clients by offering them something they haven’t seen before, as well as providing existing clients with a broader range of solutions.

For an investor, it can be getting a better interest rate on cash savings, finding the right growth companies to invest in, or passing more wealth to the next generation by reducing the impact of inheritance tax.

As an investment manager, Octopus manages products in the following areas:

  • Inheritance tax investments that qualify for Business Property Relief (BPR).
  • Venture Capital Trusts (VCTs).
  • Growth-focused funds.
  • Multimanager funds.
  • Property-backed lending.
  • Cash management, a service that helps investors earn better interest rates on their cash savings.

Financial advisers describe Octopus as an innovative partner who can help them grow and transform their business.

Investors say they like knowing their money is having a positive impact on the world, whether that’s financing new renewable energy sites, building state-of-the-art healthcare facilities, or supporting the growth of promising UK companies.

Since 2000, Octopus has invested in the ideas, people and enterprises that might one day change the world, something it continues to do today, managing £8 billion for its customers.

Sponsors (1)

Puma Investments offers a range of award-winning tax efficient investments across private equity, property finance and quoted equities, which support growing SMEs and professional property developers across the UK. The company’s range of products encompasses Venture Capital Trusts, Enterprise Investment Schemes and Business Relief solutions. Since inception, the company has raised over £450 million in capital. Puma Investments is a subsidiary of Shore Capital Group established in 1985. Further information on Puma Investments, its products and services can be found at

Venue

Oulton Hall
Rothwell Lane
Oulton
Leeds LS26 8HN

United Kingdom

Tel: 0113 282 1000

Bracken House
1 Friday Street
London EC4M 9BT

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