Beringea LLP


CPD Standards Office Provider Number: 22363


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Category: Business Skills, Financial Services & Legislation


Description:

Beringea LLP is an award-winning, specialist venture capital investor with a track record of more than 30 years. It is the investment manager of ProVen VCT plc & ProVen Growth and Income VCT plc, and it has been managing them since their launch in 2000.

The firm also manages the ProVen Estate Planning Service - a flexible, discretionary management service that seeks to provide investors with a consistent level of return by investing in private trading companies that are expected to qualify for Business Relief.

Beringea's financial products are aimed at independent financial advisers, wealth managers, and their clients.


Accredited Activities:

  • Introduction to ESG and What It Could Mean For Your Clients
  • The Venture Capital Trust (VCT) Scheme and Opportunities for Income Tax Relief
  • Estate Planning & Managing Inheritance Tax Liabilities
  • Market Overview and Impact on ProVen VCT’s Strategy and Portfolio
  • Renewable Energy: Market Overview and Investment Opportunities
  • Annual Update on the ProVen Venture Capital Trusts
  • Business Relief: How Investing Can Help Mitigate Inheritance Tax
  • Consumer Duty: Review of the Guidance and Its Impact on Financial Adviser Firms
  • 2023 Review of the ProVen VCTs and the VCT Landscape


Who Should Attend:

The activity is aimed at Independent Financial Advisers.


Further Information:

https://www.beringea.com/