Description

Join us for the second edition of our Breakfast Briefing series, organised by Newable in partnership with GrowthInvest. This event will take you behind the scenes of an EIS Investment Committee, looking at the process, the key investment criteria and the thought decision-making aspects. In addition, we will be looking at tax case studies with a tax specialist that you will then have the chance to ask questions to.

 

AGENDA

08:30 Networking

09:00 Welcome by Sanjeev Gordhan, Newable Private Investing

09:05 Panel discussion - Martin Cosgrove, GrowthInvest; Jenny Tooth, UKBAA; Rita Dhut, Newable Private Investing & Hitesh Thakrar, Newable Private Investing

  • Thought process involved in investing in unquoted companies
  • DD questions asked
  • Team involved

09:25 Keynote & Q&As on tax planning by tax specialist (TBC)

09:45 Closing words by Sanjeev Gordhan, Newable Private Investing

 

Breakfast provided.

 

Please note this event is for IFAs and Wealth Managers only. If you would like to attend, please express your interest and the NPI and GrowthInvest team will be in touch with you shortly to confirm your attendance.

 

For more information, please contact Chloe Kuder.