PIMFA
Join us for the EIS Association’s free, one-hour webinar, ‘New Interest in the SEIS and EIS Post-Budget’.
Register for this Zoom event for access to the live session and the on-demand recording!
Since the Autumn Budget, we have seen renewed interest in the EIS and SEIS, driven in part by changes to CGT and IHT. More investors are now considering the EIS as a key component of a diversified portfolio.
This government-backed scheme offers a unique opportunity to invest in high-risk, high-reward startups while benefiting from generous tax reliefs, including 30% income tax relief and CGT exemption.
In this session, we’ll explore:
• Key considerations for financial advisers
• New opportunities arising from the Autumn Budget
• Practical steps to help clients maximise the benefit of these valuable tax-efficient schemes
This webinar is open to both EISA members and non-members and is specifically designed for IFAs, investors, wealth managers and financial planners.
The webinar is a production of the Enterprise Investment Scheme Association (EISA), the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme.
Register for this Zoom event for access to the live session and the on-demand recording!
Details
Date: 13th February, 2025
Time: 1pm- 2pm, but available on demand to registrants
For more information and to book your place click here
Register for this Zoom event for access to the live session and the on-demand recording!
Panel
👤 Mark Beaumont, Partner, Eos Advisory
Mark Beaumont became a Partner at Eos Advisory in 2019 and has helped lead the business through a period of significant growth, investing in predominantly Scottish science and technology addressing key global issues in healthcare and environmental health. Mark Beaumont spent the first chapter his career building teams around sporting success and is publicly known as an athlete and BBC broadcaster. He still holds the 18,000-mile circumnavigation cycling record in a time of 78 days. Mark’s degree education was in Economics & Politics, and for a decade and a half worked with a UK’s leading mid-market private equity firm. Mark is Patron for Entrepreneurial Scotland, Honorary President for Scottish Student Sport, Fellow of the Royal Society of Edinburgh and was honoured in the Queens New Year’s honours for services to sport and charity.
👤 Laura-Ann Martens, Director, Head of Business Development, GrowthInvest
Laura-Ann Martens joined the GrowthInvest team in 2019 after completing a Masters of Business in Finance and relocating to London from Auckland, New Zealand. After her undergraduate she was awarded an international scholarship to intern at Zolfo Cooper in New York City as a restructuring analyst, going on to work in investment banking at Evercore, NYC. Laura-Ann enjoys travelling and eating her way around the world. She is a New Zealand champion in Ice Figure Skating & Tap Dance and has competed nationally in Athletics. In her free time, you will find Laura-Ann on her snowboard in the Alps, cycling around London or somewhere near the beach.
👤 Paul Mattick, PhD, OLY, Director, Mercia Asset Management PLC
Dr. Paul Mattick heads the Sales and Investor Relations team for the Mercia EIS Funds. He works directly with private clients and advisers to build the EIS fund raising capacity of Mercia. Paul oversees the administration and development of the EIS funds, and ensures that investors receive a high level of service, much of which is delivered through Mercia’s award-winning Investor Centre. Paul has a variety of experience in early-stage businesses (including being a founder), and formerly worked at another leading EIS fund manager, where he built close relationships with top tier clients, and significantly grew both fund and single company assets under management. Paul has a PhD and Post-Doctorate from the University of Oxford and a 1st Class Bachelor of Science from the University of Leeds.
👤 Rakesh Murria, Chief Operations Officer, Ascension VC
Rakesh joined Ascension in January 2019, and runs operations across their tax-efficient and institutional funds. Rakesh built a 20-year career within the technology, media, and telecommunications (TMT) sector, including roles such as Head of Strategy before becoming Director of Product for EE across mobile, fixed line, TV and B2B. Most recently, Rakesh co-founded a FinTech start-up and was pivotal in the product build, commercialisation and growth of the business as it raised £3m in funding. Rakesh also has several years of advisory work with early-stage and growth companies across the technology spectrum. He holds a BSc (Hons) Computer Science from Royal Holloway, University of London.
👤 Christiana Stewart-Lockhart, Director General, Enterprise Investment Scheme Association (EISA)
Christiana is Director General of the EIS Association (EISA), the trade body for the EIS and SEIS ecosystem. EISA has more than 400 members including entrepreneurs, advisers and investors using the schemes. She previously spent more than a decade working in Westminster and holds a BA in Politics from the University of York. She is a member of TISA’s Financial Education Council and sits on the Advisory Board for the APPG for Entrepreneurship.
Further information
We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/
Sponsorship opportunities for the series are available, please contact the team if you are interested.
