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Date:
Tuesday, 21st September 2021, 11:00amWith 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
“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.”