Tax Efficient Investing: How to achieve the right client outcomes (Investment Week)
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.
Chair: Lawrence Gosling, editorial director of Investment Week and Professional Adviser
Eliot Kaye, investment director at Puma Investments
Harvey Shulman, founder and managing director of Seed Mentors, The Start-ups for Heroes Seed EIS Fund
Andrew Ferguson, a Partner at Maven Capital Partners, another leading VCT manager
Listen to the debate here.