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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

Tax Efficient Investment Details

We offer a range of Alternative Tax Efficient Investment seminars and courses to fit around your organisation. However, if you have something specific in mind that doesn’t fit in with the below, just let us know. All our workshops can be made bespoke. 

Seminar Time

Our Alternative Tax Efficient Investments seminars is scheduled for an hour although we allocate and extra 30 minutes over run for any questions. 

Learning outcomes

  • Pension saving restrictions
  • Understanding ISA’s
  • Personal savings allowances
  • Learn about VCT’s & EIS’s
  • Using Business Property Relief

Locations

The sessions are ran at a locati