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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20261014T130000
DTEND;TZID=Europe/London:20261014T140000
DTSTAMP:20260814T151749Z
CREATED:20260616T082710Z
LAST-MODIFIED:20260814T151749Z
UID:20392-1791982800-1791986400@ebi.co.uk
SUMMARY:ebi Quarter Three 2026 Update
DESCRIPTION:ebi Quarter Three 2026 Update\n\n\n\nJonathan Simpson at ebi will provide a quarter three macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Three 2026 Update. \n\n\n\nWe will discuss: \n\n\n\n• Qtr 3 macroeconomic review \n\n\n\n•  Overview Asset class \n\n\n\n• Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson\, MSci\, Investment Oversight Analyst\n\n\n\nJonathan is ebi’s Investment Oversight Analyst. He’s responsible for market commentary\, supporting the team with fund selection and analysis\, oversight of ebi’s existing products and answering advisor queries. He has been with ebi a little over two years\, during which time he has passed the CFA program and is working towards the work experience required to become a charterholder.
URL:https://ebi.co.uk/events/ebi-quarter-three-2026-update/
LOCATION:Online
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261027T100000
DTEND;TZID=Europe/London:20261027T110000
DTSTAMP:20260924T145031Z
CREATED:20260924T132303Z
LAST-MODIFIED:20260924T145031Z
UID:21139-1793095200-1793098800@ebi.co.uk
SUMMARY:The IHT Landscape Is Changing: What It Means for You and Your Clients
DESCRIPTION:The IHT Landscape Is Changing: What It Means for You and Your Clients\n\n\n\nPensions have long played an important role in passing on wealth tax-efficiently. From 6 April 2027\, however\, most unused pension funds and death benefits will be brought within scope of inheritance tax\, prompting advisers to revisit clients’ estate plans. \n\n\n\nJoin TIME Investments and ebi to explore the changing inheritance tax landscape\, including the reforms to Business Relief\, what they could mean for clients and how advisers can turn them into timely\, valuable planning conversations. \n\n\n\n\n\n\n\nLearning Objectives \n\n\n\n1. Explain the key Business Relief and pension inheritance tax reforms taking effect in 2026 and 2027\, and their implications for estate planning. \n\n\n\n\n\n\n\n2. Assess how bringing most unused pension funds and death benefits into scope for inheritance tax may affect the role of pensions within clients’ estate plans. \n\n\n\n\n\n\n\n3. Describe how Business Relief-qualifying investments may complement a broader investment portfolio\, including the principal risks and eligibility considerations. \n\n\n\n\n\n\n\n4. Identify clients whose estate plans may need to be reviewed\, considering the reforms. \n\n\n\n\n\n\n\n5. Apply the key considerations when discussing intergenerational wealth transfer and potential planning options with clients. \n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\nebi Portfolios Ltd – Webinar Disclaimer \n\n\n\nThis disclaimer applies to ebi webinars\, and any documents\, information or opinions obtained from or ancillary to the webinars. You are advised to read this disclaimer carefully before accessing\, participating in\, reading or making any other use of an ebi webinar. ebi makes no representations or warranties about the accuracy or suitability of information provided in the webinars and related materials (such as hand-outs\, presentation documents and recordings). The information contained in the webinars and related materials are not intended to constitute advice of any kind or the rendering of consulting\, or other professional services. The opinions expressed in a webinar are those of the author(s) only and may not necessarily represent the views of ebi. This document is designed for use by and is directed only at persons resident in the UK. All information is provided based understanding of legislation and regulation in force at the time of presentation which are subject to change in the future. \n\n\n\nTo the extent permitted by law\, ebi and its agents and experts exclude any and all liability for any loss\, claim or damage\, cost or expense\, including any indirect or consequential damages or lost profit\, whether arising in negligence or otherwise\, suffered in connection with the access to\, participation in\, or use of the webinar by you or any other person. The webinar may include links to other resources or websites. These links are provided for your convenience only and do not signify that ebi endorses\, approves\, or makes any representation or claim regarding the accuracy\, copyright compliance\, legality\, or any other aspects of\, the resource(s) or website(s). \n\n\n\nThe price of shares and investments and the income derived from them can go down as well as up\, and investors may not get back the amount they invested. \n\n\n\nPast performance is not necessarily a guide to future performance. \n\n\n\nTax laws may be subject to future change.   \n\n\n\nFor Financial Advisers Only. This webinar is intended solely for individuals or entities that meet the professional client criteria as outlined in COBS 3 of the FCA Handbook. It is not intended for use by\, nor should it be distributed to retail clients under any cir2cumstances. \n\n\n\n© 2026 ebi portfolios ltd. All rights reserved. Issued by ebi portfolios ltd. ebi Portfolios Ltd is authorised and regulated by the Financial Conduct Authority (581079). Registered in England\, Number 07473221. Registered Address: Aurora\, Counterslip\, Bristol\, BS1 6BX \n\n\n\n\n\n\n\nBrad Coldicott\, Business Development Manager\n\n\n\nBrad Coldicott is a Business Development Manager at ebi portfolios and holds the Level 4 Diploma in Financial Advice. He is responsible for developing relationships with new advisers and introducing them to the ebi proposition\, ensuring a clear understanding of the firm’s investment philosophy and support offering. \n\n\n\nBook on Calendly \n\n\n\n\n\n\n\nRupert Bloomfield\, Senior Regional Business Development Manager\n\n\n\nRupert joined TIME in October 2021 and works alongside Ryan Coppard and Claire Fifield supporting advisers across the South East. Prior to joining TIME Investments\, Rupert held roles at Octopus Investments\, Goldman Sachs and VTB Capital. \n\n\n\nSince Rupert started working in financial services in 2010 he has worked with a diverse range of clients\, helping them add value to their businesses and clients. He is currently studying for his Level 4 Diploma in Financial Planning. \n\n\n\nOutside of work\, Rupert is a busy dad to a young daughter and when he finds the time he enjoys good food\, wine and can occasionally be found jogging around Beckenham.
URL:https://ebi.co.uk/events/the-iht-landscape-is-changing-what-it-means-for-you-and-your-clients/
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20270120T130000
DTEND;TZID=Europe/London:20270120T140000
DTSTAMP:20260814T151552Z
CREATED:20260616T082858Z
LAST-MODIFIED:20260814T151552Z
UID:20396-1800450000-1800453600@ebi.co.uk
SUMMARY:ebi Quarter Four 2026 Update
DESCRIPTION:ebi Quarter Four 2026 Update\n\n\n\nJonathan Simpson at ebi will provide a quarter four macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Four 2026 Update. \n\n\n\nWe will discuss: \n\n\n\n• Qtr 4 macroeconomic review \n\n\n\n•  Overview Asset class \n\n\n\n• Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson\, MSci\, Investment Oversight Analyst\n\n\n\nJonathan is ebi’s Investment Oversight Analyst. He’s responsible for market commentary\, supporting the team with fund selection and analysis\, oversight of ebi’s existing products and answering advisor queries. He has been with ebi a little over two years\, during which time he has passed the CFA program and is working towards the work experience required to become a charterholder.
URL:https://ebi.co.uk/events/ebi-quarter-four-2026-update/
LOCATION:Online
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