Webinar: Maximising the tax planning opportunities in your client bank
Date: 5 November at 10am
Duration: 60 minutes
Join us for this tax planning special that looks at opportunities in your client bank where you can add value. In-house experts will discuss a range of planning ideas and you’ll also hear from advisers on where they are seeing opportunities in their client banks.
Here’s some of what will be covered:
- Making the most of tax reliefs available for high earning clients.
- Tax planning ideas for clients impacted by legislation changes.
- Deferring a one-off gain as part of wider planning strategies.
- How to move estate planning conversations forward.
- Octopus products place capital at risk. Investors may not get back the full amount they invest.
- Tax treatment depends on individual circumstances and tax rules may change in the future.
- Tax relief depends on portfolio companies and VCTs maintaining their qualifying status.