Thursday 2nd Aug 2018
– 12:15pm – 2:00pm
Venue: 120 Cannon Street, EC4N 6AS
Unicorn will be speaking at the seminar which will discuss estate and succession planning, specifically around the Alternative Investment Market (AIM).
The CPD accredited seminar will act as a refresher on the inheritance tax rules and provide financial planning ideas with an insight from the Unicorn Asset Management team (>£300m+ invested in AIM) on the constituent companies on AIM and their outlook.
The presentation will form 2 parts:
Part 1 – LightTower Partners
AIM – Background & History
- Looking at AIM for IHT purposes
- Business Relief, uses & benefits
- Tax benefits – ISA, VCT, EIS, IHT
- Companies and sectors
Ways to Access AIM – Planning Ideas
- Multiple routes to suit your clients
- Financial planning ideas
- ISA portfolios
Part 2 – Unicorn Asset Management
AIM – A true stockpickers market
- Corporate governance
- Access and due diligence
- Broker coverage
- Proprietary research
Valuations and manager outlook
- Current valuations
- Manager Outlook
- Manager track record
- Independent reviews & Access
Friday 21st Sep 2018
– 9:00am – 1:00pm
Venue: The Charterhouse Charterhouse Square London EC1M 6AN
Unicorn Asset Management is delighted to host its first UK Autumn Outlook event this September.
Hosted by Lawrence Gosling (former editor of Investment Week) the morning will feature updates from two companies held in Unicorn funds, giving investors a flavour of what trading is like day to day and how they are finding business in the UK in 2018. During the morning Unicorn Fund Managers Fraser Mackersie and Simon Moon (Unicorn UK Income Fund) will give their view on UK Equities as well as joining senior investment Director Chris Hutchinson (Outstanding British Companies Fund) and fund manager Peter Walls (Mastertrust) for a panel Q&A to finish the session. It will be a great opportunity for delegates to network with the Fund Managers and former editor of Investment Week.
Jack Clarke, Finance Director of the FTSE 250 company will update on progress at Marshall’s and what are the drivers behind the construction and materials firm’s growth.
Chief Executive Tony Mannix will discuss clipper’s growth since IPO in 2014 and how the logistics business is benefiting from the way we shop.
08:30 – 09:00 Registration & Coffee
09:00 – 10:30 Autumn Outlook Part 1
10:30 – 10:50 Coffee Break
10:50 – 12:20 Autumn Outlook part 2
12:20 – 13:00 Lunch
If you would like to join us for the event please register your interest using the form below.
Spaces are strictly limited so please get in touch ASAP secure your place.
For further information on the event or any of Unicorn’s range of funds, contact us here or call us on 020 7071 3940.London - The Charterhouse Charterhouse Square London EC1M 6AN Unicorn Events false DD/MM/YYYY