Octopus Investments Tax Planning Show
- On September 9, 2021 10:24 AM
Octopus Investments Tax Planning Show will take place on Tuesday 21st September at 11am.
With frozen tax allowances, rising asset values, and growing interest from clients in venture investments, tax-efficient investments are more relevant than ever.
The question is, what opportunities exist for you to add value for your clients?
We’ll take you through some potential scenarios – everything from a client surrendering an investment bond, to high-earning clients, to clients selling a business, to a client with a buy-to-let portfolio. Tax-efficient options such as a VCT, EIS and BPR-qualifying investments can help in these scenarios.
And we’ll help you take your next step to writing this business.
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