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Tax Efficient Investments

Alternative Tax Efficient Investments Seminar

The seminar will provide your employees with an introduction to the main types of tax efficient savings and investments.

Alternative Tax Efficient Investments Topics

A significant number of higher earners are finding that the rules around pension savings are restricting their ability to save via pensions. This includes issues around Lifetime Allowance, Annual Allowance, Tapering and Carry Forward. This course sets out the features, benefits and risks of the main alternative tax efficient savings & investments opportunities.

A bit more about

Investments Seminar Speakers

Every seminar or course is different. That is why we have developed a panel of speakers with a wide range of experience. 

Peter

Chartered Financial Planner

Kate Pierce, Charted financial adviser in circle portrait

Kate

Chartered Financial Planner

Picture of Mark Knight, a Financial Adviser

Mark

Chartered Financial Planner

A few of the

Orgnisations we have supported