The importance of considering tax advantaged solutions for clients

Speaker: Colin Bramhall, Business Development Manager, Octopus Investments

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 was Colin Bramhall from Octopus Investments and our host was Richard Cooper, our Business Development Manager.

In this webinar, they looked in detail at Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT). The webinar covered:

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

We also looked 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.