Tax planning using VCT and EIS

Thursday, 01 July 2021
2:00 pm – 3:00 pm
    • Anne Slater-Brooks MBA,BA (Hons), FPFS, TEP, Business Development Manager, Triplepoint

A presentation by Anne Slater-Brooks MBA, BA (Hons), FPFS, TEP
Business Development Manager

Triplepoint

Overview:

This session will focus on :-

  • Reminder of rules and reliefs for both VCT and EIS
  • Typical planning opportunities for VCT and EIS
  • Risk considerations

Learning objectives for the session are:

  1. Remind advisers of the relevant tax reliefs for VCT
  2. Remind advisers of the relevant tax reliefs for EIS
  3. Help advisers identify suitable clients for these solutions

About Anne:

Anne is a Business Development Manager covering the North East and Yorkshire. She joins Triple Point with over 20 years’ experience in financial services in a variety of roles including account management, sales management and strategic management.

Anne is a full member of STEP, a fellow of the PFS and is currently working towards Chartered Tax Adviser status. She holds a BA in Politics and French from Loughborough University and a MBA from Bradford University and is passionate about helping advisers develop their businesses.

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 www.cii.co.uk/cpd.