8.30am - Registration & Breakfast

9am – Welcome: Craig Rickman, special projects editor, Money Management 

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
Matthew Johnson, Strategic Partnerships Manger, Octopus Investments

10.05am – Managing the risks and rewards of EIS investing

Tom Attwooll, Senior Manager, Wealth Managers & Advisers, Oxford Capital 

10.25am –Refreshment Break

10.45am – 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: Craig Rickman, Special projects editor, Money Management

Panellists: 

Malcolm McLean OBE, Senior Consultant, Barnett Waddingham
Elaine Shiels, Private Client Tax Partner, RSM
Ian Dyall, Manager - Technical & Head of Estate Planning, Tilney Financial Planning
Jack Rose, Head of Tax Efficient Products, LightTower Partners

12.15pm – Solving the housing crisis: Are SDLT and property taxes generally in need of reform?
Caroline Fleet, Partner, Tax, Crowe UK

12.45pm – Closing remarks: Craig Rickman, Special projects editor, Money Management

12.50pm – Lunch & Close 

Maxstoke Lane, Meriden, Birmingham, England CV7 7HR 

Complimentary on-site parking is available.