| London - 5th February, Financial Times Head Office |
8.30am - Registration & Breakfast
9am – Welcome: Emma-Ann Hughes, Editor, FTAdviser & Financial Adviser
9.05am -What does tax mean to investors?
Malcolm McLean OBE, Senior Consultant, Barnett Waddingham
9.35am – Tax Efficient Investing: The opportunity to reach the next generations
Nick Bird, Senior Business Development Manager, Octopus Investments
10.05am - Growth Investing tax-efficiently
10.25am – Managing the risks and rewards of EIS investing
Tom Attwooll, Senior Manager, Wealth Managers & Advisers, Oxford Capital
10.45am –Refreshment Break
11.05am – Panel: Where does tax fit in investment choice?
- How much of a consideration should tax be when making investment decisions?
- Given how quickly taxation can change, how can one invest tax-efficiently for the future?
- What other hidden nasties do you think the chancellor - or future chancellors - will bring in?
- How worried should advisers be about the continued crackdown on certain tax schemes?
Moderator: Emma-Ann Hughes, Editor, FTAdviser & Financial Adviser
Panellists:
Malcolm McLean OBE, Senior Consultant, Barnett Waddingham
John Barnett, Partner, Burges Salmon
Alex Foster, Partner, Private Client Tax, RSM
Ian Dyall, Manager - Technical & Head of Estate Planning, Tilney Financial Planning
11.35am – The government's approach to tax breaks and incentivising certain types of investments
Nimesh Shah, Partner, Blick Rothenberg
12.05pm – Bonds: unfairly, unloved
Neil Jones, Market Development Manager, ican, Canada Life
Caroline Fleet, Partner Tax, Crowe UK
1.05pm – Closing remarks: Emma-Ann Hughes, Editor, FTAdviser & Financial Adviser
1.10pm – Lunch sponsored by Downing LLP
Venue:
