- Kuber Discount of 50% off investors’ initial fee*
- 1.5% reduced to 0.75%
- Discount available for applications and funds cleared by close of business on 28th February
March is still by far and away our busiest month for applications with considerable additional planning and resources needing to be committed. There is a tangible benefit to Kuber in bringing some of these applications forward into February, and we would like to share this cost saving with your clients. We also hope providing you with a tangible benefit to present to your clients will be a call to action for them and help spread your work load away from tax year end too.
During what is a very busy time of year here at Kuber we believe in making your “tax efficient” life as simple as possible. We offer Advisers the ability to construct a portfolio of EIS/SEIS & BR investments using one application, with the reporting across multiple products all available through one portal. The funds available on the platform are available as self-select and also through a range of Kuber strategies. These strategies are designed to facilitate diversification across different managers.
We know how important tax year end deployment and the carry back tax relief can be for your clients. We are therefore pleased to highlight our two new Tax Year End Investment Strategies:
Need to know more?
Get in touch:
+44 (0) 20 7952 6685
*The Kuber initial fee of 1.5% is reduced to 0.75% for the month of February to qualify for this discount cleared funds OR a cheque must be with Woodside no later than 28th February); the Kuber special offer applies to all business written on the Platform, including Business Relief products. Offer applies to advised business only