Our BUILD webinars empower financial professionals to deepen expertise and stay ahead in an ever-changing industry. These sessions will help you strengthen your foundation, expand your knowledge and move forward with confidence.
Join us on Thursday 24th September for this 1.5-hour session and enhance your understanding of specialist investments with Grant Callaghan (Financial Planning Specialist, Verve), Blaine Webber (Hybrid Manager, Strategic Partnerships, Foresight), Dr Nic Pillow (Ventures Director, Blackfinch) and Graham Robinson (Strategic Distribution Director, Blackfinch).
Foresight: Addressing the Noise - What advisers need to know about the current unquoted BR market
Fundraising into unquoted Business Relief solutions is accelerating rapidly, transforming BR from a specialist planning tool into a mainstream part of the inheritance tax conversation. As more capital flows into the sector, greater scrutiny of valuation methodologies, liquidity arrangements and governance standards is naturally following.
Foresight will be exploring the key questions advisers should be asking in an increasingly noisy market, from how assets are valued and liquidity is managed to what good governance looks like and how lending strategies are reshaping the next phase of the unquoted BR landscape.
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Blackfinch: Understanding the landscape for ventures investing after the Budget
Although you might know the headlines, the recent changes in VCT and EIS legislation have had a marked effect, both positively and negatively.
In this session, Blackfinch will take you through the UK and Global ventures landscape and offer a view on the future, and help you understand, from a ventures manager's point of view, how the budget changes are going to impact investing behaviours for portfolio managers. You'll also hear planning ideas to turn into practical advice solutions for your best clients, enabling them to both invest and reduce their tax burden at the same time.
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