INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

The Tax Planning Show


Date Available now on demand Duration 1 hour 21 minutes

Register to attend

With frozen tax allowances, rising asset values, and growing interest from clients in venture investments, tax-efficient investments are more relevant than ever.

The question is, what opportunities exist for you to add value for your clients?

We’ll take you through some potential scenarios – everything from a client surrendering an investment bond, to high-earning clients, to clients selling a business, to a client with a buy-to-let portfolio. Tax-efficient options such as a VCT, EIS and BPR-qualifying investments can help in these scenarios.

And we'll help you take your next step to writing this business.

This webinar qualifies for 1.5 hours CPD

  • Why there’s a big opportunity to grow your business and help a variety of clients invest tax-efficiently.
  • Client planning opportunities for annual and one-off life events that tax-efficient investments can unlock.
  • Top tips on recommending VCT, BPR and EIS investments from advisers and an expert on suitability and due diligence.

“Superb. It gave me gems of info that I can use immediately.”

“Just what advisers need. Real life scenarios, plus the overall background.”

“It has motivated me to take a fresh look at my clients.”

  • The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
  • Tax treatment depends on individual circumstances and tax rules could change in the future.
  • Tax relief depends on unquoted, smaller companies and VCTs maintaining their qualifying status.
Nick Bird

Nick Bird

Head of Strategic Growth
Julie Greenwood

Julie Greenwood

Key Partnerships Manager