Tax efficient planning for life's key events with Triple Point
Join us for an insightful Webinar and Tax planning workshop hosted by Triple Point shining a light on the key milestones that present an opportunity for financial advice.
The key areas covered within this Webinar include the following:
- Tax planning for significant events
- The changing tax landscape
- Business Relief and VCTs
- Roundtable planning scenarios
- Overview of solutions
- Building relationships with professional connections
Learning Objectives
The Learning Objectives for this Webinar is as follows:
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How tax efficient investments can help investors plan for big life events.
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New tax year, new allowances - what these mean for you and your clients.
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Getting more referrals by broadening the tax efficient solutions that you can present to professional connections.
Alistair Maguire –Business Development Manager & Regional Manager
Alistair has worked supporting financial advisers with specialist and tax efficient investments since 2018. Investments ranging from BR, VCTs and EIS to Investment trusts and unlisted bonds.
