Tax Efficient Investing 2018
 
Birmingham - 24th January 2018, Forest of Arden Hotel & Country Club
Agenda:

9am - Registration & Breakfast

9.25am – Welcome – Emma-Ann Hughes, editor, FTAdviser.com & Financial Adviser

9.30am – Keynote: Sue Moore, Technical Manager – Private Client Tax, ICAEW

Topic: What tax changes mean for investors

10am – Steve Skelding, Head of Wealth Management, Octopus Investments

Topic: Thinking differently about ISAs

10.30am – Tom Attwooll, Oxford Capital

Topic: The risks and rewards of tax efficient investing – a changing world

10.50am – Refreshment break

11.10am – Panel: Where does tax fit in investment choice?

Host: Emma-Ann Hughes, editor, FTAdviser.com & Financial Adviser

Panellists:

Steve Skelding, Head of Wealth Management, Octopus Investments

Jack Rose, head of the tax efficient division, LGBR Capital

Richard Hoskins, Co-Founder, Kin Capital

11.40am – Harvey Elliott, Investment Director, PlayFund

Topic: Efficient Investing into the future of entertainment 

12pm – Richard Hoskins, Co-Founder, Kin Capital

Topic: Are you KIDing 

12.20pm Keynote: Tim Stovold, Partner, Kingston Smith LLP

Topic: How are advisers liable for bad tax decisions and firm schemes in the light of panama and paradise

12.50pm – Closing remarks – Emma-Ann Hughes, editor, FTAdviser.com & Financial Adviser

12.55pm – Lunch & Close 


Venue: 

Forest of Arden Marriott Hotel & Country Club;

Maxstoke Lane, Meriden, Birmingham, England CV7 7HR United Kingdom

Complimentary on-site parking is available.