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The importance of considering tax advantaged solutions for clients

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Colin Bramhall, Business Development Manager, Octopus Investments

This event is now fully booked. We've arranged for it to be livestreamed on YouTube. Please register your free place here to watch it.

With an increasing tax burden and the freezing of individual tax allowances and thresholds, the need for professional financial advice and tax efficient planning has become more important. The emphasis provided by the new consumer duty on demonstrating suitable client outcomes give this greater importance going forward.

Our speaker is Colin Bramhall from Octopus Investments and our host is Richard Cooper, our Business Development Manager. In this webinar, they will look in detail at Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT).

The webinar will cover:

  • key technical aspects of both EIS & VCT
  • where they fit into the planning landscape
  • key considerations that need to be taken into account.

We will also look at the planning opportunities for financial professionals to consider when thinking about efficient tax planning opportunities for building relevant investment portfolios beyond Pensions and ISA's, that may be suitable to meet client objectives.

At the end of this webinar, attendees will:

  • gain an understanding of the technical aspects of EIS & VCT
  • recognise the potential for their consideration and inclusion within client portfolios
  • identify the risks and potential limitations that need to be taken into account.

Who will be speaking?
Colin Bramhall, Business Development Manager, Octopus Investments

Colin has been a regional Business Development Manager at Octopus for the past eight years, covering the Northwest of England, and has substantial experience of working in the 'tax efficient' investment space. Prior to joining Octopus, he has had a successful career in financial services, spanning nearly thirty years, working for a number of the more traditional investment houses including Standard Life, Scottish Widows, and Skandia (now Quilters).

He is a family man with two grown up children, who loves reading and walking. He enjoys playing water polo, if only for the rough and tumble of it!

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