SIFA SRA webcast for SIFA Professional Members – Sean Burrows, Kuber Ventures presents

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Date13 Jun 2017
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Date: Wednesday 21 June 2017

Start Time: 1pm

Within the ever changing Pensions landscape are you fully equipped to consider all available retirement planning strategies…?

Pensions have always been the starting point for retirement planning and, whilst the impact of the ‘cap’ and ‘lifetime allowance’ is affecting more and more clients, it should still be the starting point.

However for some clients the issue is that you just can’t put enough into a pension anymore.  Pension freedoms, along with the restrictions on both lifetime allowances and contribution levels, are substantially reducing many of the key benefits that pensions previously came with.  Many advisers are looking to other investment media to help with their clients’ retirement solutions.

Enterprise Investment Schemes and Seed Enterprise Investment Schemes (EIS & SEIS) provide a great example of such alternative solutions, offering both up-front tax relief and tax free returns at maturity, together with inheritance tax efficiency.

Kuber Ventures will therefore provide an overview on EIS/SEIS products look at their suitability for use within a retirement planning environment and illustrate their effectiveness through the use of relevant case studies.

Learning Objectives

Understand the application of EIS & SEIS with a retirement planning context

You may register/login to the webinar at 12.50pm for a 1pm start. (The webinar usually lasts between 35-45 minutes, depending upon questions raised).

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