Kuber Ventures are delighted to invite you to join them at their CPD qualifying workshop which focuses on tax planning solutions for your high net worth clients using a range of investment products including SEIS, EIS and BPR. During the session you will see examples of:
• Mitigating latent tax liabilities within onshore and offshore investment Bonds
• Capital Gains Tax planning including the interaction with IHT
• Planning strategies for people who can’t or don’t want to make Pension contributions
The format of the event will be an interactive workshop looking at a series of case studies with facilitated group discussion.
We will have guest contributions from Kealan Doyle of Symvan Capital and Martin Sherwood of Enterprise Investment Partners.
This workshop is designed for those advisers specifically involved in providing financial advice to high net worth individuals, and will qualify for 2 hours of CPD.
Please register here to book your seat at what promises to be a very educational and enjoyable couple of hours.
9.00-9.30 Coffee & Registration
9.30-9.45 Introduction, Russell Fryer, Kuber Ventures
9.45-10.20 Key topic spotlight
10.20-10.55 Key topic spotlight
10.55-11.05 Coffee break
11.05-11.40 Key topic spotlight
11.40-11.45 Closing remarks
(please note timings are approximate and could be subject to change along with content).
- Kuber Ventures – 25 Sackville Street First floor, London, W1S 3EJ, United Kingdom