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Amati News

Free VCT Training for Advisers From The AIC

The Association of Investment Companies (AIC) is running three VCT seminars in London, Tewkesbury and Edinburgh over the coming weeks. The seminars aim to help financial advisers and wealth managers refresh their knowledge of the VCT scheme, and keep up to date with recent HMRC changes (for dates and booking details, see below).

Led by the AIC's Head of Training Nick Britton, each morning seminar will also feature presentations from two prominent VCT managers. Guest speakers include Dr Paul Jourdan of the Amati VCTs, Eliot Kaye of the Puma VCTs, Harry Thomas of the ProVen VCTs, James Livingston of the Foresight VCTs, and Michael Probin of the Baronsmead VCTs.

Topics to be covered include how to research and analyse VCTs, the latest HMRC rule changes and the role of VCTs as a supplement to pensions.

Nick Britton, Head of Training, AIC, said, "VCTs have produced good returns for investors over the long term with many offering a healthy income stream, while helping hundreds of UK businesses to grow. They can also be an important tax planning tool, especially given the ongoing squeeze on pension contribution limits.

"These seminars will help advisers and wealth managers keep their knowledge of the VCT scheme up to date, including recent HMRC rule changes. Each will include a refresher on the basics as well as a look at the various ways VCT managers seek to balance risk and reward in their portfolios."

Location details

Location Date/time Venue
Edinburgh 20 January 2016
9.30am-12.30pm
The Royal Society of Edinburgh, 22-26 George Street, Edinburgh EH2 2PQ
Tewkesbury,
Gloucestershire
21 January 2016
9.30am-12.30pm
Hilton Puckrup Hall, Puckrup Lane, Puckrup, Tewkesbury, Gloucestershire GL20 4YY
London 2 February 2016
9am-12pm
The Brewery, Chiswell Street, London EC1Y 4SD

Booking details

Places are available on a first come, first served basis. There are three easy ways to book your place:


CPD

CPD certificates are available for attendance at these seminars.


The programme

For details of the programme for each seminar, visit the AIC's financial adviser website www.theaic.co.uk/financial-advisers/training/face-face-training. (You must be registered as a financial adviser to view this page. Registration takes less than one minute.) Alternatively, contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk