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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 at Octopus Investments