Tax Efficient Investing: How to Achieve the Right Client Outcomes

VCT, EIS and Seed EIS offer advisers great tax planning and investment opportunities for their clients, particularly in the run up to the end of the tax year. But how do advisers ensure they get the right scheme to meet the needs of the right client? Are these schemes just for higher rate tax payers? Or can they be used for other clients with smaller sums to invest as part of a diversified investment portfolio. Three industry experts representing each one of the tax efficient schemes will discuss the issues and take questions live from advisers.

Our website uses necessary cookies in order for it to run. We would also like to use optional analytics cookies to improve the site, by collecting and reporting information on how you use it. These cookies do not directly identify the user and won’t set optional cookies unless they are accepted. For more information on how our site cookies work, please see our Privacy Policy.