Senior Investment Director, Guy Ranawake, will provide an insight into the art of balancing risk and reward through a diversified portfolio of growth investments which qualify under the Enterprise Investment Scheme.
RecordedMar 13 202017 mins
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Our industry has adapted quickly to absorb the seismic changes brought about by the pandemic. We know that 2021 poses a range of challenges when it comes to later life planning and advisers are working harder than ever to meet their clients’ complex needs and concerns.
In our latest webinar, we will be joined by in-house taxation expert, Simon Palmer, to consider some pre-existing and some new challenges that later life planners face and discuss how calling on the fundamentals of good planning can help beat adversity.
The challenges we will discuss:
1. The threat of tax changes
2. The prospect of continued volatility caused by the pandemic
3. The ever-increasing demand for long-term care
Tom Brown, Managing Director of Ingenious Real Estate
Despite the unprecedented conditions imposed by the Covid-19 pandemic, parts of the UK real estate market have displayed exceptional resilience and delivered investors with market leading Business Relief returns (source: TER, March 2020).
Tom Brown, Managing Director of Ingenious Real Estate will be joined by our guest speaker, Head of London Valuation at Lambert Smith Hampton, Paul Roskilly, and together will discuss:
• How UK residential real estate has performed throughout the pandemic and the underlying fundamentals that support ongoing strength in certain areas of the market.
• How a selective, asset-backed lending strategy can mitigate investment risk and deliver steady, long-term growth for investors.
Our real estate team manage the lending activity undertaken by Ingenious Estate Planning Private Real Estate, a Business Relief qualifying service.
Senior Investment Director, Guy Ranawake, will provide an insight into the art of balancing risk and reward through a diversified portfolio of growth investments which qualify under the Enterprise Investment Scheme.
During this educational and informative session, we will provide some detail around the PCR by examining:
• The history of EIS and VCT investments and how they compare post PCR
• The benefits to investors of EIS and VCT investments
• How our EIS and VCT services have adapted to the PCR changes
Educational webinars for professionals in the investment industry
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