0844 967 2567

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.


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.

two stools facing two windows with two stacks of text books

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. Some speakers have financial expertise and others specialise in the social and psychological aspects of preparing for retirement.

Below are examples of who you might meet. 

Kate Pierce, Charted financial adviser in circle portrait


Chartered Financial Adviser

Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions.

Picture of Mark Knight, a Financial Adviser


Chartered Financial Adviser

Ian is an experienced Organisational Psychologist and trainer within the areas of Occupational Wellbeing and Workplace Psychosocial Risk. Previously Ian was employed as the Wellbeing Adviser for Airbus Operations Ltd and was instrumental in the provision of workplace mental health support in a manufacturing environment.

Martin Smith, Charted financial adviser in circle portrait


Chartered Financial Adviser

Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection.  Martin is now now a Chartered financial adviser and regularly supports our seminars in the South East of England. 

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


The sessions are ran at a location of your choice however, we find it beneficial to over seminars such as this at your place of work. 

Would like to learn more?

Planned Future are able to hold a range of financial planning workshops for organisations throughout the United Kingdom. To learn more and have a free agenda prepared, simply complete the form on the right. 


0844 967 2567


020 7692 0567