Venture Capital Trusts, Enterprise Investment Schemes, and Business Relief
The number of people, high net worth individuals, affected by restrictions on pension allowances and lifetime pension limits is increasing rapidly.
The interest in alternative funding vehicles, such as VCTs and EISs, is growing, this interest is from both investors and their professional advisers. These advisers, for example accountants, often have to seek help from an IFA to ensure suitable investment advice is provided.
Business Relief investments are also on the up as a wide range of clients and possible clients appreciate the value they can derive from the tax relief available.
This guide explains in simple terms everything anyone would want to know about these tax-efficient investing options and, crucially, the guide leads the reader to the advice process which is so important in these areas. Perfect to share with clients, new contacts and professional connections.
To request further details and to obtain a copy of our explanatory PDF please fill in the form below: