Live Webinar - Advising on Tax Advantaged products: EIS, VCT and Business Relief - post 2021 Budget

Tuesday, 08 June 2021
11:00 am – 12:00 pm (UK time)

Live webinar - hosted by Karen Sullivan of Puma Investments

Earlier this year, Rishi Sunak announced potential changes to corporation tax, the freezing of many individual tax allowances and thresholds along with further financial support to the people and businesses hit by the pandemic. The Chancellor however gave very little detail about how we will pay for the increase in public borrowing and whether we in fact need to at all.

What we do know is that the need for professional financial advice grows ever stronger and tax-efficient planning plays a very key part in this.

When addressing your clients’ investment needs, you need flexible solutions you can tailor to suit their individual circumstances. For instance, perhaps your client has maximised their pension contribution allowance or is close to breaching their lifetime pensions allowance. Maybe they have a share portfolio pregnant with gain that they wish to defer for capital gains tax purposes. Perhaps they’re looking to extract profit tax-efficiently from a business or indeed selling a business. Possibly they simply want an effective planning solution that also allows for growth investing, while being uncorrelated to the stock market.

Throughout this session we will look some key planning opportunities for financial professionals helping their clients build investment portfolios beyond pensions. We will also look at options for the transfer of wealth during lifetime and strengthen relationships with your network of professional connections. The case studies included will give a snapshot of what can be explored when considering efficient tax planning suitable to meet clients’ objectives – utilising Enterprise Investment Schemes, Venture Capital Trusts and Business Relief qualifying investments.

Key learning outcomes

By the end of the session attendees will:

  • recognise the potential for including tax efficient investments within clients portfolios
  • Identify where a VCT, EIS or BR qualifying investment could benefit your client
  • appreciate the opportunities for working with professional connections

CII Accredited

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

1 hour's 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