Tax Planning in today’s new environment

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Date08 Jul 2016
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Categories

Welcome to the Kuber Ventures CPD Workshop
Tax Planning in today’s new environment.
28 June 2016

Kuber Ventures are delighted to share with you their CPD qualifying workshop which focuses on tax planning solutions for your high net worth clients using a range of investment products including SEIS and EIS. During the video you will see examples of:

  • Planning strategies for people who can’t or don’t want to make Pension contributions
  • Capital Gains Tax planning including the interaction with IHT

Featuring 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.

Piers Denne, Kuber – Introduction/Sean Burrows, Kuber – Alternatives to Pensions case study
Martin Sherwood, Enterprise Investment Partners – EIS as an alternative to pensions
Sean Burrows, Kuber – Capital Gains Tax, let’s mitigate, case study
Kealan Doyle, Symvan Capital – Tax efficient investing performance with tax relief
Sean Burrows, Kuber – Why a platform for BPR/EIS/SEIS?