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WEB 1034 Tier 1 (Investor) update (Bitesize WEBINAR)

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Since 2014, the Tier 1 (Investor) category has undergone a large number of changes, mainly driven by concerns that the category is not delivering sufficient benefits to the UK economy nor is it attracting the type of applicants that the UK Government wishes to encourage to come to the UK.

These changes, often introduced with no consultation, have led to the Immigration Rules being inconsistent, difficult to interpret and challenging to comply with.

The course will look at the challenging situations which practitioners frequently face when advising on Tier 1 (Investor) applications and how to resolve them.

The session will concentrate on issues relating to the source, investment and maintenance of the required funds. 


•    Source of funds requirements
•    Definition of qualifying investments
•    Requirements for making and maintaining the investment
•    Obtaining the required documentation from bankers and wealth managers to support initial, extension and indefinite leave to remain applications
•    Switching from the £1m to the £2m category

13:45 – 14:00 Registration 
14:00 – 14:10 Introduction
14:10 – 14:30 Source of funds
14:30 – 14:50 Qualifying investments
14:50 – 15:10 Making and maintaining investment
15:10 – 15:30 Documentation required from bankers / wealth managers
15:30 – 15:50 Switching from the £1m to the £2m category
15:50 – 16:00 Final Q&A and takeaways
16:00 End



July 8
2:00 pm - 4:00 pm
Event Tags:
Tutor details:
James Perrot, Senior Counsel and Head of Immigration at Macfarlanes
Tutor biographies:

James is head of the immigration team, with over 18 years’ experience providing specialist immigration advice to a range of clients including FTSE100 companies, Small and Medium Enterprises, Higher Education Institutions and high-net-worth individuals.

James provides strategic immigration advice to companies in various sectors and supports UK start-ups in relation to the Tier 2 Sponsor Licence regime. As well as assisting with the full process from the initial Sponsor Licence application itself through to obtaining visas for non-EEA employees, he also advises on compliance with the Points Based System and the illegal working legislation.  In addition, he assists organisations in their discussions with the Home Office following the threat of, or actual, downgrading / suspension of their sponsor licences, ensuring they retain the ability to sponsor non-EEA workers.

James has successfully assisted high-net-worth clients with Tier 1 (Investor), Tier 1 (Entrepreneur) and Tier 1 (Exceptional Talent) applications as well as complex family, permanent residence and naturalisation applications. James is renowned for troubleshooting difficult situations, often persuading the UK Home Office to exercise discretion and approve applications where they do not fully satisfy the relevant requirements.

James regularly advises on European Free Movement matters, with an emphasis on Brexit-related issues, and UK outbound immigration applications.

James has also worked with representative organisations in submitting immigration policy recommendations to UK Government departments.

James delivers ILPA’s training on Mergers and Acquisitions and has previously trained on ‘Essential tax for immigration practitioners’, ‘The death of the points-based system; the “genuineness” tests’, and ‘The New Immigration Rules’. James has has been a panellist at ILPA’s AGM and Conference and is a regular contributor to ILPA’s Sponsor Licence Conference and the Conference on Business Immigration in the UK.

Concessionary Training Prices: £50
Member Training Prices: £100
Non Member Training Prices: £180
CPD Hours:
Aim of Course:

Attendees will gain a deeper understanding of the issues which frequently arise when advising clients on the Tier 1 (Investor) category and how to resolve them.

Spaces Left:
Intermediate, Advanced
This session is aimed at practitioners who have existing knowledge of the Tier 1 (Investor) category and are looking to broaden their understanding of how to deal with complex and challenging situations.
Webinar with case studies/group discussions