London - 31st January 2018, Financial Times Head Office |
8.30am - Registration & Breakfast
9am – Welcome - Simoney Kyriakou, content plus editor, FTAdviser
9.05am – Keynote: Sue Moore, Technical Manager – Private Client Tax, ICAEW
Topic: What tax changes mean for investors
9.35am – Sally Boyle, Head of marketing, Tax Efficient Investments, Octopus Investments
Topic: Thinking differently about ISAs
10.05am – James Faulkner, Oxford Capital
Topic: The risks and rewards of tax efficient investing – a changing world
10.25am – Harvey Elliott, Investment Director, PlayFund
Topic: Efficient Investing into the future of entertainment
10.45am – Refreshment break
11.05am – Panel: Where does tax fit in investment choice?
Host: Simoney Kyriakou, content plus editor, FTAdviser
Panellists:
Sally Boyle, Sales Development Director, Octopus Investments
Lee Clark, chartered financial planner, divisional director, Brewin Dolphin
Jack Rose, head of the tax efficient division, LGBR Capital
Richard Hoskins, Co-Founder, Kin Capital
11.35am – Richard Hoskins, Co-Founder, Kin Capital
Topic: Are you KIDing
11.55am – Dr. Ilian Iliev, MD, EcoMachines Ventures
Topic: Technology focused EIS investment - investment and portfolio risk management and strategies for growth
12.15pm – Keynote: Jeremy Mindell, Director, Primondell Ltd
Topic: Tax efficient investing in 2018-- New restrictions and opportunities
12.45pm – Closing remarks - Simoney Kyriakou, content plus editor, FTAdviser
12.50pm – Lunch & Close