e i s i n v e s t m e n t s m a d e e a s y - chiene · 2020-02-05 · the enterprise investment...
TRANSCRIPT
EIS investments made easy
The Enterprise Investment Scheme(EIS) initiative offers one of the mostattractive UK tax breaks.
Find out more about how to keep yourPI premiums affordable whilst stilloffering your clients EIS as part of aninvestment package.
8amto
11am
Chiene + Tait61 Dublin
Street Edinburgh
16 November
Speaker details can be found overleaf Attendance will count towards CPD points.
Obtaining PI cover The tax bene�ts of EIS investment
Investing in an EIS fund
Join us to discuss:
Eloise Ellis
New Business Development,Commercial Division
Hazel Gough
Associate Tax Partner
Hazel specialises in advisingindividuals, family businesses andtrustees in connection withrestructuring, succession planningand compliance responsibilities.
She is a past chairman of theChartered Institute of TaxationScotland Branch and a member ofthe Society of Trust and EstatePractitioners
Eloise specialises in the placementand design of bespoke insuranceprogrammes for clients in the�nancial services sector.
She was named as one of the “15Heroines of the UK Angel Market”by Angel News. Eloise also sits on the Membership Committee ofthe Enterprise Investment SchemeAssociation.
Andrew is a Chartered Accountantand has a MA in Jurisprudencefrom Oxford University.
His career prior to Par Equity tookin corporate �nance andrestructuring as well as serving atPLC board level. Within Par Equity,Andrew is responsible for a rangeof disciplines including regulatorymatters, �nance, fund structuringand investment and exit execution.
Arrival: 8am Presentations: 8:30am - 9:30am
Discussions: 9:30am - 11am
Event Timings
0131 556 0044
To secure your spaceplease RSVP via:
Martin has had a career in �nancialservices marketing.
Today he runs Bulletin Marketing,and in the EIS world, chairs the EISassociation awards judging paneland also their Research Educationand Marketing Committee’.
Andrew Castell
Partner
Martin Fox
Bulletin Marketing