Specialist providers TIME, Puma, Triple Point, Foresight and Deepbridge are running a joint event series focused on tax efficient investments, including EIS, VCT and Business Relief.
The events are being held in some of the most iconic sports facilities round the country and are open to financial services advice professionals.
The events will feature an educational session from each provider, covering the following topics:
• Intergenerational planning – how tax efficient investing can support conversations with clients
• How investment reliefs and allowances, such as the Residence Nil Rate Band, can be maximised using wills and trust planning
• Accessing alternative or non-standard assets through tax efficient vehicles and the role this may play in diversifying client portfolios
• Providing real value through venture investing
• Supporting business owner clients draw capital tax efficiently and plan for later life
The events also offer a minimum of two hours structured CPD.
Remaining events run from Tuesday 17 January, at Hampden park, Glasgow through to London Wembley Stadium on Thursday 2 February. Optional stadium tours following the events will be available for all attendees.
Find out more HERE.
Please note, this is not a Professional Paraplanner event.
