Technical Insight Webinar – How paraplanners can complement traditional planning for high-net-worth clients
6 June 2021
For an increasing number of clients, thinking beyond pensions and ISAs can add significant value to their tax planning and diversification. NOTE – CPD not applied for viewing via recording Not so long ago, an Enterprise Investment Scheme (EIS) or Venture Capital Trust (VCT) was a relatively rare investment to recommend. But today, with...