Autumn programme: three more planning tools for your business

For Professional Advisers only. Not for retail clients, potential investors or their agent.

With the summer drawing to a close we are delighted to launch our next round of helpful seminars with three more ideas for you to take to your colleagues and clients:

1. Retirement funding with rolling EIS investments

2. Estate planning solutions compared

3. Efficient cash extraction from a business

Discover three great planning tools for your clients at one of our 42 national events.

You will be given our new IHT planning calculator, which received first class feedback when we launched it at PIMS in May. The session qualifies for two hours of CPD.

You will also receive a pack of practical case studies with a specific focus on the Enterprise Investment Scheme and Business Relief (previously referred to as Business Property Relief).


8am: Breakfast and registration

8.30am: Seminar begins

10.30am: Close

Please note that the Manchester seminar starts at 12.30pm and lunch will be served.

Ascot - Ascot Racecourse, SL5 7JX - Thu 22 Oct   

Barnstaple - The Imperial Hotel, EX32 8NB - Tue 20 Oct  

Belfast - The Merchant, BT1 2DZ - Wed 4 Nov    

Birmingham - National Motorcycle Museum, B92 0EJ - Tue 13 Oct            

Brighton - Sussex County Cricket Club, BN3 3AN - Tue 6 Oct         

Bristol - Leigh Court, BS8 3RA - Tue 13 Oct           

Canterbury - Ashford International Hotel, TN24 8UX - Wed 30 Sep           

Carlisle - The Hampton Aparthotel, CA1 1DN - Wed 28 Oct          

Chelmsford - Essex County Cricket Club, CM2 0PG - Thu 15 Oct 

Cheltenham - The Cheltenham Regency, GL51 0ST - Tue 3 Nov  

Chester - Double Tree Hilton, CH2 3PD - Thu 15 Oct         

Colchester - Colchester United Football Club, CO4 5UP - Tue 13 Oct        

Edinburgh - The Glasshouse Hotel, EH1 3AA - Tue 27 Oct              

Exeter - Exeter Golf and Country Club, EX2 7AE - Fri 16 Oct          

Glasgow - Hilton Glasgow, G3 8HT - Wed 30 Sep               

High Wycombe - Holiday Inn, M40 Jct 4, HP11 1TL - Wed 14 Oct 

Inverness - Kingsmill Hotel, IV2 3LP - Wed 18 Nov            

Leeds - Double Tree Hilton, LS1 4BR - Thu 22 Oct               

Leicester - Leicester Tigers, LE2 7TR - Tue 6 Oct 

London- Ingenious, 15 Golden Square, W1F 9JG - Wed 11 Oct     

Manchester - Malmaison, M1 3AQ - Thu 15 Oct 

Newcastle - Baltic Arts Centre, NE8 3BA - Wed 14 Oct     

Norwich - Norwich Football Club, NR1 1JE - Wed 7 Oct   

Nottingham - Hilton East Midlands Airport, DE74 2YW - Wed 7 Oct           

Oxford - The Oxford Hotel, OX2 8PG - Tue 6 Oct               

Perth - Murrayshall Hotel, PH2 7PH - Wed 28 Oct              

Peterborough - Great Northern Hotel, PE1 1QL - Wed 20 Sep     

Plymouth - Future Inn, PL6 5ZD- Thu 22 Oct       

Preston - Macdonald Tickled Trout Hotel, PR5 0UJ - Thu 8 Oct     

Salisbury - Mercure Salisbury White Hart Hotel, SP1 2SD - Tue 10 Nov      

Sheffield - Mercure Sheffield Parkway, S60 5BD - Fri 16 Oct        

Shrewsbury - Drapers Hall, SY1 1DZ - Fri 9 Oct     

Southampton - Grand Harbour Hotel, SO15 1AG - Fri 23 Oct         

Surrey - Hilton Bracknell, RG12 0QJ - Thu 1 Oct   

Swindon - Alexandra House, SN4 0QJ - Thu 15 Oct           

Worcester - Worcester Rugby Football Club, WR3 8ZE - Mon 12 Oct         

York - Hilton York, YO1 9WD - Wed 21 Oct            

To register, please email

Places are limited so we would recommend you book early.

Each seminar will be delivered by your local Ingenious investment professionals and we will introduce two specific Ingenious opportunities using the Enterprise Investment Scheme and Business Relief.

We hope to see you there. Should you have any questions in the meantime, please speak to your usual Ingenious contact or call us on 020 7319 4291.


For Professional Advisers only. Not for retail clients, potential investors or their agent. Nothing in this email or the relevant Brochure constitutes investment, tax, legal or other advice by Ingenious Capital Management Limited. The information in this presentation is for illustrative purposes only and does not constitute or form part of any offer for sale or solicitation of any offer to buy or subscribe for any service or any securities.