I’m keen to make sure every attendee leaves with a practical understanding of how these strategies work in real-life scenarios - and most importantly the confidence to implement them! What we’ll cover:
Tax-Efficient Investment Solutions (BR, EIS & VCT)
- How Business Relief can be used within personal investment strategies
- Using EIS and VCT solutions to support income tax, CGT and estate planning
- Understanding and clearly explaining the available reliefs to clients
- Practical considerations when recommending and implementing these investments
Capital Gains & Retirement Planning Strategies
- Reducing or mitigating capital gains tax on investments and property
- Supporting landlords and business owners with limited pension options
- Planning for retirement in a tax-efficient way
Working in Partnership
- How to build stronger relationships with accountants, solicitors and professional introducers
- Positioning yourself to be referred high-value clients
- Adding value through collaborative advice
The workshop will run for approximately two hours, allowing us to explore these areas in detail, amongst a small group. You’re very welcome to bring along real client scenarios or challenges - these sessions are designed to be practical, interactive, and directly relevant to your day-to-day work.
If you’d like to stay on and continue the conversation, you’re very welcome to join me for lunch/afternoon tea afterwards. Alternatively, feel free to attend just for the CPD portion if you’re short on time.
Please register your place at the most convenient location and we will share a calendar invite for your diary.
I look forward to welcoming you.
