Lifetime Allowance, Annual Allowance & tax efficient investment

Wednesday, 30 October 2019
8:30 am – 11:30 am
    • Sally Boyle, Octopus Investments
    • Fiona Hanrahan, Technician, Royal London

Tax efficient Planning

Individual Investments:

  • Profit Extraction: How to extract money from a business tax efficiently
  • Pension Issues: Alternatives to pensions where the Lifetime Allowance is an issue
  • Business Sales: Immediate IHT exemption for those who have sold a BR qualifying business within the last three years
  • Investment alternatives: investments for avoiding stock market volatility

Corporate Investments:

  • Cash: Generating higher rates for cash
  • New Alternatives: Using alternative investments to boost company returns
  • Corporate BPR: Getting a family business trading

  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
View map

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at